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
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
Ways to Supplement Your Medicare Coverage
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
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Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
College Savings
See how much you may need to save now to cover future college costs for your child.
View all calculators
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"
Saving for College 101
Here's a crash course on saving for college.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.