Providing Financial Peace of Mind

We collaborate with our clients to build and implement financial plans to help them reach their financial goals and achieve financial peace-of-mind. We are Atlanta based fee-only financial advisors and we have fiduciary responsibility to our clients, so we accept no referral fees and sell no commissionable products.

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Book Review: The Power of Habit

Book Review: The Power of Habit

When I first considered becoming a financial advisor, I assumed financial analysis would be at the heart of financial planning. A rigorous mathematical framework for a plan and incisive securities analysis would be the tools that would inevitably lead clients to...

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Is Pet Insurance a Good Idea?

Is Pet Insurance a Good Idea?

We got Corabelle after staying at a Bed and Breakfast in Northern Wisconsin where the two sisters that ran the place had Bart. Bart was a Burmese cat that sat on my lap when I read, curled up with us for naps and followed me out the door and through the snow to the...

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The Process Of Buying A New Car

The Process Of Buying A New Car

In last week’s post, I walked through a series of questions you should consider when it comes to a new car purchase. If you’re like me, it’s tough to resist the combination of new car smell and the technology bells and whistles that each new model year brings. For...

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ATLANTA
NAPFA Registered Financial Advisor
ST. SIMONS