Broker Check

3101 Towercreek Pkwy
Suite 615
Atlanta, GA 30339

Julius D. (Buddy) Hicks, Jr.

404-816-1153 ext.306

 
Bull and Bear Go To Market Preparation is the Key to Retirement Retirement Accounts When You Change Your Job Timing Your Retirement

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

What Is My Risk Tolerance?

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Annuity Comparison

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Self-Employed Retirement Plans

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

 

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?

Exploring the Federal Student Grant Program

In this article, explore the benefits of the Federal Student Grant Program.

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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.

Long-Term-Care Protection Strategies

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

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Making Your Tax Bracket Work

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

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

When Markets React

When markets shift, experienced investors stick to their strategy.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

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