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.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Five strategies for managing your student debt.
Good employee health can be great for the company’s bottom line.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
This calculator demonstrates the power of compound interest.
Estimate how much you have the potential to earn during your working years.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
There are a number of ways to withdraw money from a qualified retirement plan.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
How will you weather the ups and downs of the business cycle?
When do you need a will? The answer is easy: Right Now.
A bucket plan can help you be better prepared for a comfortable retirement.
What are your options for investing in emerging markets?