Providing Financial Peace of Mind


We collaborate with our clients to build and implement financial plans to help them reach their financial goals and achieve financial peace-of-mind. We are Atlanta based fee-only financial advisors and we have fiduciary responsibility to our clients, so we accept no referral fees and sell no commissionable products.


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Planning for Taxes in Retirement: Options to Control What You Pay

In last week’s post, I covered a few things you should consider in setting up withdrawals from your portfolio in retirement. One of the considerations was planning for taxes, and more specifically, how you can impact your tax liability from year-to-year by choosing...

Retirement Planning Basics – How to Withdraw from Your Portfolio

One of the most common questions clients ask when doing their retirement planning is how portfolio withdrawals will work. Saving is something most clients have done for years, but reversing the flow brings up a host of questions. Financial advisors, in our typical...

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