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.
Building Your Legacy
A four-step framework for building a personal legacy.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Learn when it may not make sense to file a claim on your home insurance.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much you have the potential to earn during your working years.
Assess how many days you'll work to pay your federal tax liability.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help you estimate how much you should be saving for college.
This calculator demonstrates the power of compound interest.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
Do you have causes that you want to support with donations? Here are three tips.
Investors seeking world investments can choose between global and international funds. What's the difference?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Around the country, attitudes about retirement are shifting.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Are you ready for retirement? Here are five words you should consider.