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:
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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.
Understanding Your FERS Retirement
If you are a Federal Government Employee planning to retire, the Federal Employee Retirement System (FERS) will play a key financial role in your retirement. FERS, was launched on June 6, 1986, and replaced the Civil Service Retirement System (CSRS). One of the...
Using the TSP to Pay Off Your Mortgage
On the one hand, you have a mortgage and a mortgage payment, and on the other, you have your TSP, which you’ve built up through hard-earned savings over time. Retirement is looming, and the thought of owning your home outright and having no mortgage payment is awfully...
What to Watch for During the Presidential Transition
The Economy and Markets What to Watch for During the Presidential Transition After a long and often bitter campaign, it appears more and more likely that Joe Biden will be sworn in as the 46th President of the United States on January 20. Democrats will also retain...
