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Worry less about money, gain control of your finances and rest assured your portfolio is being optimized using low cost ETF’s.
Our CERTIFIED FINANCIAL PLANNER™ professionals, partner CPA's and attorneys provide a seamless and total wealth management experience.
Develop a plan to achieve financial freedom in retirement.
Meet to establish a baseline of your current financial health.
Discuss goals, areas of concern & develop a path forward.
Review your plan and introduce other professionals as needed (CPA, legal, etc).
We manage your assets via our custodian, TD Ameritrade.
Develop a financial plan to guide you in achieving your long term financial goals.
Build your portfolio to match your financial plan.
Our partner CPAs and attorneys provide a seamless & total wealth management experience.
Review of your current 401k allocations & recommendations that align with your personal financial objectives.
Have you started saving for college? Assistance with tax advantage savings plans is provided.
Are you properly insured? Our team can make sure you have the most appropriate insurance coverage.
The best time to think about long term care is before you need it. We can help.
The retirement planning process will include your expected social security income and Medicare costs.
We're legally responsible to act in your best interest.
We NEVER sell or push products. We don’t even offer them.
Our CFP® professionals evaluate your financial health and build a plan and portfolio tailored just for you.
We have an easy fee structure based on how much in assets we manage for you or billed as a flat fee.
On today's episode of the Wiser Roundtable Podcast, Casey is joined by Robert Swarthout to talk about all things digital currency. They go over the upcoming changes to Bitcoin. Listen wherever you get your podcasts! https://conta.cc/3xq14Se
Consider the sustainability of companies you invest in. While they may skyrocket the value of your portfolio, they could collapse just as fast.
This blog is written by our intern, Makenna. It's based off excerpts from A Random Walk Down Wall Street. https://conta.cc/2V0C4Tg
On today's Five in Twenty, Casey and Matthews tackle five topics in less than twenty minutes! Topics include the Great Resignation, United buying planes, car dealers, July 4th travel, and lumber prices falling.
https://conta.cc/3xcNGB3 #unitedairlines #julyfourth #lumber #money
The “growth” that conglomerates bragged about in the 1960s was nothing more than a fabrication. Do high growth rates always mean high risk? This blog is written by our intern, Makenna. It is based off excerpts from A Random Walk Down Wall Street.
https://conta.cc/3dxZPbK
125 Church Street NE
Carmichael Building, Suite 220
Marietta, Georgia 30060
