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!
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
Having spent time with Ralph in a business relationship as well as from a personal perspective has been nothing but a pleasure. His deep knowledge base is extremely valuable as I continue to make fiscal decisions in these challenging markets. His personal touch and detailed focus on my specific portfolio and options demonstrates a commitment to my success.
Bill Melton, Cloud Solutions Executive at IBM
Working with Ralph is a real pleasure. He is personable, knowledgeable and truly has his client's best interests at heart. I have always felt that Ralph was offering what was best for my family, not what would be best for him. I trust him and would recommend his services to anyone looking for a secure, safe investment option.
Michael Simpson, Co-founder and CEO at Pairin, Inc.
After the 2008 market correction I knew that I needed to diversify in order to ensure that at least a portion of my IRA was not vulnerable to market swings. Ralph helped calm my fears and worked with me to set up an account, gently guiding but never pushing me. He understood my need for diversification and did not press me to move my entire IRA to his company. I am happy to state that my account out-performed my projections. I would recommend Ralph to anyone who wants to put their money in a long-term safe place.
Jill Lively, Client of Tax & Financial Strategies
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.