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.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
How long does a $20 bill last?
Earnings season can move markets. What is it and why is it important?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help you estimate how much you should be saving for college.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much you have the potential to earn during your working years.
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.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Here’s a crash course on saving for college.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
You’ve made investments your whole life. Work with us to help make the most of them.
Savvy investors take the time to separate emotion from fact.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.