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
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Make Your Mark Through Sustainable Investing
Have you considered the impact of your investments? Learn how to contribute to positive change through sustainable investing.
What Can You Buy With 529 Distributions?
This article can be a helpful guide when beginning to prepare for education expenses.
7 Questions to Consider in Retirement
Explore these must-ask questions for pursuing and living out your dream retirement.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Making Sense of HSAs and FSAs
How HSAs and FSAs might help your household.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
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Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
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Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Saving for College 101
Here's a crash course on saving for college.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
When Markets React
When markets shift, experienced investors stick to their strategy.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.