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 Will You Do With Your Bonus or Windfall?
This article examines one's options when receiving a work bonus or other financial windfalls.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Planning, Saving, and Spending Over a Lifetime
Are you reactive or proactive in your finances? Take control with our step-by-step savings guide.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
Year-End Planning: Preserve, Grow, and Give
Ensure your wealth is preserved, grown, and passed on by using strategic, purposeful year-end planning for lasting impact.
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
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Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
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Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
The Business Cycle
How will you weather the ups and downs of the business cycle?
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.