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3715 Northside Parkway
Building 200, Suite 490
Atlanta, GA 30327

Julius D. (Buddy) Hicks, Jr.

404-816-1153 ext.306

 
Surprise! You’ve Got Money! 18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit

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:

  • Investments
  • IRA Rollovers
  • Retirement Planning 
  • Employee Benefit Plans

Please call 404-816-1153 ext. 306 for a confidential consultation without cost or obligation.  Thank you.

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Choosing a Business Structure

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What Is a Stretch IRA?

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Does Your Child Need to File an Income Tax Return?

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Choices for Your 401(k) at a Former Employer

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A Taxing Story: Capital Gains and Losses

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The ABCs of Zero Coupon Bonds

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Teen Drinking and Your Liability

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When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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Enter various payment options and determine how long it may take to pay off a credit card.

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Bi-Weekly Payments

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Surprises

Making the most of surprises is a great reason to work with us.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

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