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.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Learn about the latest sport to sweep the nation with this informative article.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
This article may help you maximize the benefits of your donation for your chosen charity.
The uncertainties we face in retirement can erode our sense of confidence.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to compare the future value of investments with different tax consequences.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Have you found yourself suddenly single? Here are 3 steps to take right now.
What are your options for investing in emerging markets?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
How will you weather the ups and downs of the business cycle?