Welcome to My Web Site
As a potential client, you are entitled to know how I go about helping you, what my background is, how I am compensated, and who comprises the Atlanta Planning Group. The Atlanta Planning Group is an independently managed, full service financial firm dedicated to helping our clients build financial security, manage their wealth, and optimize employee benefits.
We provide access to a wide range of financial products and services for professionals, executives, business owners, and individuals in need of competent business planning and unbiased advice I work to serve my clients' best interest in one or more of the following areas:
- IRA Rollovers
- Retirement Planning
- Employee Benefit Plans
Please call 404-816-1153 ext. 306 for a confidential consultation without cost or obligation. Thank you.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Here are 4 great, and sometimes unexpected, places to raise a family.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
If you find it hard to attain personal life goals, there’s an app for that!
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares the financial impact of leasing versus buying an automobile.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Making the most of surprises is a great reason to work with us.
The market is as unpredictable as the weather. We’d love to help you prepare.
Have you found yourself suddenly single? Here are 3 steps to take right now.
When do you need a will? The answer is easy: Right Now.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
It's easy to let investments accumulate like old receipts in a junk drawer.