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
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
Year-End Planning: Preserve, Grow, and Give
Ensure your wealth is preserved, grown, and passed on by using strategic, purposeful year-end planning for lasting impact.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Make Your Mark Through Sustainable Investing
Have you considered the impact of your investments? Learn how to contribute to positive change through sustainable investing.
Money-Saving Tips to Build Wealth
Learn how to build wealth with short- and long-term financial goals, money-saving tips, and tailored investment strategies.
View all articles 
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
View all calculators
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?