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.
Holding the Line on Holiday Spending
One of the primary reasons I wanted to put a budget in place was for Christmas. After the fifth delivery on December 23rd, I realized we had a problem - or at least I had a problem. I didn’t feel as if I knew how much we were spending or where the money was going. And...
Preparing for an Unexpected Death: Steps to Take Now
A lifelong friend of mine recently passed away, and it was a sudden and totally unexpected death. As a financial advisor, I deal with the possibility of death all the time. In the hundreds of plans I have built with clients, if a spouse or dependent was in the...
Federal Employees and the Impact on Retirement of No Raise
When President Trump announced several weeks ago that he was freezing pay for Federal employees, it had to feel like Groundhog Day. The top pay increase in the last 7 years came in 2010, and over that timeframe, there was no increase for 2 years and a 1% increase for...
