.........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:
- 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