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
Financially Savvy at Six Figures
Help your clients with these practical steps to make the most of their six-figure income.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
First Year of Retirement: What to Expect
Understand the key financial and lifestyle shifts that happen in your first year of retirement.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Separating the Signal From the Noise
A good professional provides important guidance and insight through the years.
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Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
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The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?