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 fee-only financial advisors and fiduciaries to our clients, so we accept no referral fees and sell no commissionable products.

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Financial Advisors: An Inheritance Investment Case Study

In last week’s post we outlined issues to consider when it comes to investing an inheritance. This week, we’ll look at a case study for someone receiving an inheritance. We believe financial advisors should keep client information confidential, so the account below is...

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Invest an Inheritance

As Atlanta financial planners, we work with clients who have received an inheritance. The process of receiving an inheritance is often fraught with emotion – on the one hand, the client has lost a loved one, while on the other, in some instances the inheritance itself...

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ATLANTA
NAPFA Registered Financial Advisor
ST. SIMONS

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