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
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Retirement Realities
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
Financial Planning for Divorce
Tap into one of the most important members of your "divorce team".
Smart Retirement Habits for Retirement Success and Security
Build financial confidence and a fulfilling, secure retirement with habits that help protect your wealth and lifestyle.
5 Steps Toward Successful Business Exit Planning
An effective succession plan takes years to prepare and implement. Start planning your exit today with these five key steps.
Building Your Legacy
A four-step framework for building a personal legacy.
Income Tax Strategies to Help You Live Your Ideal Retirement
Wondering how to manage retirement savings? Learn tax-efficient strategies to manage withdrawals and preserve your nest egg.
How Income Taxes Work
A quick look at how federal income taxes work.
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How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
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Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.