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Our mission is to work with you to identify a prudent path to your goals while providing financial planning and investment management solutions to reach those goals. We partner with you every step of the way as you work to achieve your financial goals.
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.
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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.
Medigap Insurance: What You Need to Know
If you are planning for retirement, estimating healthcare costs should be part of your plan. In recent posts, I have covered a Vanguard study on retirement healthcare spending, as well as the structure of traditional Medicare and Medicare prescription drug coverage....
Prescription Drugs and Medicare: How to Enroll in Part D
In a previous post, I took a look at Medicare Parts A & B, which cover many types of inpatient care along with what are generally defined as medically necessary services. In this post, I’ll examine Part D, which is the portion of Medicare that covers prescription...
Understanding Medicare: Your Medicare Coverage Choices
In the last blog post, I outlined key findings from a recent Vanguard white paper on healthcare spending in retirement. In this post, I’ll break down the various parts of understanding Medicare—traditional Medicare—as you consider your healthcare needs in retirement....
