Slide background
The Simple Guide to a
Smarter Retirement
Learn More
Slide background
Social Security includes 567 ways to claim
ZERO employees to advise you
and your decision can leave $250,000
of your money with the Government.
Reserve Your Seat for Our Social Security Workshop
Slide background
Max Out Social Security Benefits
Learn How

We're Celebrating 30 Years of Excellence in the Atlanta Area!

Who We Are…We do things different than your average financial advisory firm. Celebrating our 30th year in the Atlanta area helping
business owners, professionals,pre-retirees and retirees, we provide personalized, strategic, safe-growth strategies focus on safety and opportunity.

Atlanta Magazine awarded us with the coveted "5 STAR: BEST IN CLIENT SATISFACTION
WEALTH MANAGER AWARD in 2008 - 2012." We were ranked highest in client satisfaction – by our clients!



BOTTOM LINE:

OUR CLIENTS BENEFIT FROM OUR RELATIONSHIP BECAUSE:

  • We help them prioritize their goals
  • We protect their retirement money and provide solutions to solving future income needs
  • We provide peace of mind and prosperity
  • We lower their tax burden
  • We can coordinate their financial planning with CPA’s, Attorneys, etc.
  • We can coordinate ALL of their insurance needs – Auto, home, life, health & LTC