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.
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Medicare Advantage Plans (Medicare Part C)
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Eight Mistakes That Can Upend Your Retirement
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Investment Challenges of the Affluent Investor
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Data Breach: Your Security To-Do List
This article provides a checklist of steps to take if you experience a data breach.
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Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
College Savings
See how much you may need to save now to cover future college costs for your child.
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Estimate total wedding costs and see how different choices affect your overall budget.
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Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
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Get a snapshot of your overall financial picture by calculating your total net worth.
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Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
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When should you take your Social Security benefit?
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
When Markets React
When markets shift, experienced investors stick to their strategy.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?