Broker Check

3101 Towercreek Pkwy
Suite 615
Atlanta, GA 30339

Julius D. (Buddy) Hicks, Jr.

404-816-1153 ext.306

 
Finding the Balance Retirement and Quality of Life Behavioral Finance The Wild West of Data Theft

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:

  • Investments
  • IRA Rollovers
  • Retirement Planning 
  • Employee Benefit Plans

Please call 404-816-1153 ext. 306 for a confidential consultation without cost or obligation.  Thank you.

Helpful Content

Should I Buy or Lease an Auto?

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Social Security Taxes

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Inflation & Retirement

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

 

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Are You Ready for Your Portfolio to Make a Difference?

Learn about the rise of Impact Investing and how it may benefit you.

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.

The Cost of Medical Care

Learn about the risks of not having health insurance in this informative article.

Social Security: Two Benefit Strategies Eliminated

Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.

Managing an Inheritance

A windfall from a loved one can be both rewarding and complicated.

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What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Surprises

Making the most of surprises is a great reason to work with us.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

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