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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Year End Financial Checklist for Better Financial Health

About 10 years ago, I put together a year end checklist. I did so because I wanted to see how much financial progress we had made during the year and because I didn’t want to be blindsided by our tax bill on April 15th. In the years since, my wife and I also began...

ATLANTA
NAPFA Registered Financial Advisor
ST. SIMONS