How We Help
Who We Are
We are a Registered Investment Advisory firm and fee-only financial advisor. While we serve the greater Atlanta area from our office in Decatur, Georgia, we actually work with clients all over the United States. As your fiduciary, we are dedicated to putting your interest first—always.
Who We Work With
We help clients focus on what they can control and prepare for what they cannot, including retirement planning, retirement planning, wealth management, and investment management. We have special expertise working with:
Schedule a Complimentary 30-Minute Call to Discuss Your Situation
GET STARTEDBLOG
Our mission is to help you make informed decisions about your money. The ideas for our posts come from client questions as well as common financial situations and issues we have encountered over the years.
Four Factors to Consider Before Deciding to Retire Early
While the employment situation has brightened somewhat since the unemployment rate nearly hit 15% in April, it’s still considerably worse than it was before the coronavirus pandemic hit. And things could be about to get worse for many high-earning white-collar...
Early Retirement and Federal Employee Healthcare Benefits
Carefully Examine Your Healthcare Options Due to the COVID-19 pandemic and other factors, many employees today are thinking about early retirement, and this includes some federal government employees. As we wrote in our post on early retirement from the Federal...
Understanding Your Federal Employee Health Benefits
Federal government employees and their families have access to some of the most comprehensive healthcare benefits in the country through the Federal Employee Health Benefits (FEHB) Program. Family members eligible for coverage include spouses and children under the...
