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.
Should You Take an Early Retirement Offer?
When recessions strike, companies try to cut costs, often via offering early-retirement packages to employees. The current COVID-driven recession has been particularly hard on the travel sector, so unfortunately it wasn’t a surprise when Delta rolled out their...
Thinking Through Risk and Investing
How We Process Risk — and How This Affects Investing Decisions When it comes to investing, there’s a direct relationship between risk and reward. In other words, the more risk you’re willing to assume in the form of lost money, the higher your potential reward (or...
The TSP Goes to China – An Emerging Markets Option?
If you follow your investments closely in the Thrift Savings Plan, you’ve probably read about the controversy surrounding the TSP and China. One of the few issues with the TSP has been the lack of an investment option that includes emerging markets. Those are broadly...
