How We Help
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.
Putting Together A Personal Financial Calendar: Month-by-Month Recommendations
If there is one date - one financial deadline - nearly everyone knows, it is April 15th. Through November of last year, the IRS had processed over 150 million returns for 2016, meaning that the majority of U.S. adults filed a return. But for many people, that’s the...
Charitable Contributions: How to Maximize Your Deduction
Charitable decisions typically aren’t solely driven by a desire for a charitable deduction. Most of us make charitable contributions because there are causes or institutions that are important to us. Still, we all appreciate the deduction at tax time, and at the very...
Enough is Enough: How to Plan for Sustainable Spending
Several years ago, my wife and I sat down to work on a budget. Our goal wasn’t to reduce spending so much as it was to plan our spending. We had recently purchased a house in a pricey in-town neighborhood and that purchase happened just over a year after the birth of...
