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.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Mastering Mobile Lingo
Can you keep up with your children’s mobile slang?
5 Things That Seasoned Travelers Are Doing (That You're Not)
A collection of tips from professional travelers.
Retirees traveling abroad need to know that their health insurance travels with them.
Even low inflation rates over an extended period of time can impact your finances in retirement.
One way to find money is to examine your current spending habits and eliminate money wasters.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
However exciting retiring abroad may sound, it deserves considerable planning.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Use this calculator to estimate your capital gains tax.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator shows how inflation over the years has impacted purchasing power.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help you estimate how much you may need to save for retirement.
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
The chances of needing long-term care, its cost, and strategies for covering that cost.
What if instead of buying that vacation home, you invested the money?
How do the markets usually react to elections? Was the 2016 election any different?
You’ve made investments your whole life. Work with us to help make the most of them.
Smart investors take the time to separate emotion from fact.
Even low inflation rates can pose a threat to investment returns.
$1 million in a diversified portfolio could help finance part of your retirement.