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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 serving clients from our office in Decatur, Georgia. 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. 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.
The Thrift Savings Plan vs. 401(k) Plans
The Thrift Savings Plan, or TSP, is the Federal government’s version of a 401(k) plan. It shares the following characteristics with many 401(k) plans: Both a traditional option and a Roth option. Contributions to the traditional option reduce your taxable salary, but...
The New Deduction Limitation and Georgia HEART and GOAL Programs
One of the most controversial aspects of the new tax law is the limitation on the deduction for state and local taxes. The limit was set at $10,000, and as a result, many affluent taxpayers will find themselves able to deduct a good deal less than they actually pay in...
Deciding Whether or Not to Take the Buyout — Points to Consider
One of the time-honored traditions in Corporate America is the buyout. Cutting labor costs is one way to keep Wall Street analysts onboard when profitability drops or growth slows and depending on how much you like your job, a buyout offer can be enticing. Once you...
