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 Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
What If Your Kids Decide Against College?
Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Retirement Income 101: Tax-Efficient Withdrawal Strategies
Not sure how to shift from saving to spending in your golden years? Learn these tax-savvy retirement withdrawal strategies.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
6 Habits to Help Preserve and Encourage Generational Wealth
Six essential financial habits to protect wealth and create a legacy that lasts for generations.
Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
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Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
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The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
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?"
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.