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.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Beware of these traps that could upend your retirement.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Probate can be a completely public process, or it can be managed to include as little information as possible.
A quick look at how federal income taxes work.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help you estimate how much you should be saving for college.
Estimate your monthly and annual income from various IRA types.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much income may be needed at retirement to maintain your standard of living.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Learn how to harness the power of compound interest for your investments.
Are you ready for retirement? Here are five words you should consider.
Estate conservation is too important to put off. Do you have a smart exit strategy?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
You’ve made investments your whole life. Work with us to help make the most of them.