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 independent, full service financial services organization 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:
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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.
Securities offered through Investors Capital Corporation 404.816.1153, Member
FINRA /
SIPC.
Advisory services offered through Investors Capital Advisory, 200 Northcreek, Suite 490, 3715 Northside Parkway, Atlanta, Georgia 30327.
