Tax & Financial Strategies
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We're Celebrating

30 years

of Excellence in the Atlanta Area

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The Simple Guide to a
Smarter Retirement
Learn More
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We'd love to meet you! Come visit our
office in Atlanta for a no-obligation cup
of coffee with one of our advisors.
Schedule A Visit
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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
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Max Out Social Security Benefits
Learn How
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$98,300: Estimated Total Cost of College
Plus Interest if Tuition is Borrowed.
How Do I Pay For My Child's College Education?
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!

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.




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