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:
Schedule a 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.
Plan for a Bear Market – How to Stay on Track (and Sleep Well)
Bear markets are part of investing, so you should plan for them. Here are a few things you should do.
A Financial Planning Checklist to Start the New Year
The New Year offers an opportunity to take care of financial housekeeping and making slight adjustments can be necessary given IRS-driven changes. Here is a financial planning checklist to walk through at the beginning of a new year: Update...
Retirement Income Planning
I’ve written about retirement income planning before, and at first glance it should be pretty simple. The idea of figuring out what expenses you’ll have and then lining up your sources of income and funds seems straightforward. In many instances though, it’s not, and...