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.
This calculator shows how inflation over the years has impacted purchasing power.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Understanding the value of a home warranty.
As our nation ages, many Americans are turning their attention to caring for aging parents.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Second marriages are a trigger event to revisit any existing estate strategies.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much income may be needed at retirement to maintain your standard of living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Here’s a quick guide to checking to see if you have unclaimed money.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Investors seeking world investments can choose between global and international funds. What's the difference?
What are your options for investing in emerging markets?
Have you found yourself suddenly single? Here are 3 steps to take right now.