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.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Your credit score may influence how much you pay for auto and home insurance.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Estimate how much you have the potential to earn during your working years.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Assess whether you are running “in the black” or “in the red” each month.
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 may need to save for retirement.
This calculator can help determine whether it makes sense to refinance your mortgage.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
The market is as unpredictable as the weather. We’d love to help you prepare.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.