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 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.
529 Plans: What You Should Know About Saving For College
At some point, most new parents or grandparents begin thinking about how to pay for college. Since educational costs have risen at a rate well in excess of inflation over the last two decades, covering the cost of college is no mean feat. Fortunately, 529 plans offer...
The Ups and Downs of Investing in Emerging Markets
One of my favorite charts on investing is the Callan table of investment returns. The chart depicts the return of various asset classes1 from year-to-year, and just a glance at it shows how volatile relative returns can be. An asset class that leads the pack for...
Long-Term Care Insurance: How to Determine If It Is Right for You
A question clients often ask as they approach retirement is whether or not they need long-term care insurance. The basic concept is pretty straightforward - if, at some point in the future, you need long-term care, you should be able to purchase insurance to partially...
