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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.
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.
Spending on Healthcare in Retirement: How to Plan for It in Your Budget
If you are planning to retire, budgeting for healthcare should be part of your plans. In fact, when we build plans, we have begun breaking out healthcare costs as a separate category. Doing so allows us to use the data we have on average healthcare spending in...
When Things Change – What to Do About Estimated Taxes
The IRS not only wants you to pay what you owe but in many instances, they don’t want you to wait until the end of the year to do so. If your primary income is a salary from an employer, this is pretty simple. Just make sure you get your withholding correct, and you...
It’s Hard to Be Humble – Overconfidence Bias and Hindsight Bias
Over the last few weeks, I’ve written about several cognitive biases. Cognitive biases are mental shortcuts we all use, but if we’re not careful, they can lead us astray. This is undoubtedly the case when it comes to investing and the pitfalls of overconfidence bias...
