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 to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
Rightsizing for Retirement
What does your home really cost?
Why You Should Invest in Your 401(k)
Did you know that your savings can compound over time?
Grantor Retained Annuity Trusts (GRATs)
Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.
Building a Practice That Evolves
Financial guidance is evolving, presenting new opportunities for growth and innovation. Unlock new opportunities!
Retirement Strategy After a Job Loss
Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Understanding Social Security: 5 Common Myths Explained
Have questions about Social Security? Explore five common myths to better understand your benefits and options.
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What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
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Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?