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
Your Social Security Roadmap
Help clients navigate their Social Security claiming decisions with our interactive roadmap.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Understanding Homeowners Insurance
Purchasing homeowners insurance is critical for protecting your home.
Social Security Fairness Act's New Chapter
Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Pullbacks, Corrections, and Bear Markets
When the market experiences volatility, it may be a good time to review these common terms.
Understanding FDIC Insurance
FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.
Year-End Financial Moves to Maximize Your Momentum
Use these year-end financial strategies to help reduce taxes, protect assets, and move into the new year with momentum.
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Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
College Savings
See how much you may need to save now to cover future college costs for your child.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
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Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Saving for College 101
Here's a crash course on saving for college.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Emerging Market Opportunities
What are your options for investing in emerging markets?