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.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
How Income Taxes Work
A quick look at how federal income taxes work.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
For some, the social impact of investing is just as important as the return, perhaps more important.
Simple steps may help you foil hackers and protect your privacy.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
There’s an alarming difference between perception and reality for current and future retirees.
You’ve made investments your whole life. Work with us to help make the most of them.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Smart investors take the time to separate emotion from fact.
Learn how to harness the power of compound interest for your investments.