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
To choose a plan, it’s important to ask yourself four key questions.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Are You Using the Right Technology?
Discover how the right team & technology boost client success.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
How Insurance Supports Your Financial Goals
Discover how insurance can protect your income, family, and future while supporting long-term strategic financial planning.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Your Shifting Risk Tolerance
Time and market performance may subtly and slowly imbalance your portfolio.
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IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
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The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Emerging Market Opportunities
What are your options for investing in emerging markets?
Surprises
Making the most of surprises is a great reason to work with us.