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
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Navigating Retirement Pitfalls
Why are they made again and again? Making sense of these errors in judgment.
Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Retirement Savings in Three Phases of Retirement
It’s vital to think about your retirement in these three key stages, so you can adequately plan for each.
Practical Moves to Safeguard Your Financial Progress
Explore these strategies to help protect your purchasing power in a world of rising costs.
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
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Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
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It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.