Our Services
Are you satisfied with where you are financially? Financial freedom is a matter of choice, not chance. We serve individuals and businesses in all areas of financial management, including:
Investment Planning
- Determining your asset allocation needs. Helping you understand your risk tolerance. Creating goals and a financial blueprint for your life. Recommending the appropriate investment vehicles to help you reach and exceed your goals
Retirement planning
- Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement so as to improve or maintain your lifestyle. For GA Educators, help you to better understand your Pension: (TRS), so as to maximize your benefits
Estate planning
- Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.
Tax management
- Looking for ways to help reduce your current and future tax burden in order to increase your overall net worth. Referring you to qualified tax specialists.
Risk management
- Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.
Education funding
- Recommending investment and accumulation strategies to help you pay for your children's education.
Please call or email us today if you think your plan is out-of-date. Most people need to update their financial plan each year to help ensure that it is in step with their life. If it's been a while, act today.