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.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Building wealth requires protection from the forces of wealth destruction.
Technology tips to make your next trip even better.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess how many days you'll work to pay your federal tax liability.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the total cost in today's dollars of various mortgage alternatives.
Determine your potential long-term care needs and how long your current assets might last.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Estate conservation is too important to put off. Do you have a smart exit strategy?
What does your home really cost?
When do you need a will? The answer is easy: Right Now.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
There are hundreds of ETFs available. Should you invest in them?