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Worry less about money and gain control of your finances.
Our partner CPAs and attorneys provide a seamless & 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 path forward.
Review your plan and introduce other professionals as needed (CPA, legal, etc).
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.
Should you pay off your #mortgage? There are a variety of things to consider like #taxes, #interest and peace of mind. Read more in today's Wiser Wealth #blog. https://conta.cc/30vwszv
125 Church Street NE
Carmichael Building, Suite 220
Marietta, Georgia 30060
