How We Help
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:
Schedule a Complimentary 30-Minute Call to Discuss Your Situation
GET STARTEDBLOG
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.
Understanding Your Federal Employee Health Benefits
Federal government employees and their families have access to some of the most comprehensive healthcare benefits in the country through the Federal Employee Health Benefits (FEHB) Program. Family members eligible for coverage include spouses and children under the...
How Low Interest Rates Can Help Your Long Term Financial Plan
When it comes to investing, understanding an investor’s edge is key. The edge is what gives an investor a slight chance at beating the market. It could be something as complex as an algorithm that identifies small pricing anomalies or something as simple as having...
Should You Take an Early Retirement Offer?
When recessions strike, companies try to cut costs, often via offering early-retirement packages to employees. The current COVID-driven recession has been particularly hard on the travel sector, so unfortunately it wasn’t a surprise when Delta rolled out their...
