Providing Financial Peace of Mind

We help couples work together as a team to effectively manage their money and reduce their financial stress, establish shared financial goals, and end disagreements. We are fee-only financial planners and we do not sell commissionable products or accept referral fees.

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The Benefits of A Fiduciary Standard and Tracking the Polls

The Department of Labor’s Fiduciary Standard – A Win for Consumers One of the more absurd claims Wall Street brokers have long been able to make is that they weren’t really offering advice to clients when they recommended investments. Making this claim allowed them to...

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The UK Exit from the EU

Britain voted yesterday on whether to remain a member of the European Union, and as results were tallied overnight it became clear that the “No” camp had won. Markets do not like surprises and this outcome was very much a surprise as recent polling and odds makers had...

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How Couples Can Get the Most out of Social Security

In our last blog post, we discussed what individuals should consider when attempting to maximize social security benefits. When it comes to couples, however, the considerations become more complex. If you are married, you can generally choose between drawing on your...

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ATLANTA
NAPFA Registered Financial Advisor
ST. SIMONS

Mailing Address

Minerva Planning Group
315 W. Ponce de Leon Ave.
Suite 956
Decatur, GA 30030

Atlanta/Decatur Office

315 W. Ponce de Leon Ave.
Suite 956
Decatur, GA 30030
phone: 404 816 6688
fax: 419 821 2646

St. Simons Office

St. Simons Island , GA
phone: 912 634 5583
fax: 419 821 2646

Minerva Planning Group is an SEC registered investment advisor. Advisory services are only offered to clients or prospective clients where Minerva Planning Group and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Minerva Planning Group unless a service agreement is in place.

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