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.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Do your insurance needs stay the same when the nest empties?
Ascertaining the value of your business is important for a variety of reasons.
Learn about the rise of Impact Investing and how it may benefit you.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
This article may help you maximize the benefits of your donation for your chosen charity.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator helps estimate your federal estate tax liability.
Estimate how much you have the potential to earn during your working years.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Bucket lists don’t have to be for tomorrow.
Learn how to harness the power of compound interest for your investments.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
All about how missing the best market days (or the worst!) might affect your portfolio.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.