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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.
Market Movements: Shifting Focus from the Unknowable
Early on in my career, clients would ask where I thought the market was headed, and I felt obliged to answer these questions on market movements. Valuations were high, I would explain, or I might point to the most obvious risks in China, or with U.S. interest rates or...
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...
