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
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
5 Habits to Adapt Your Financial Strategy For Retirement
Build confidence with these 5 habits that can help you adjust and manage your income, spending, and savings in retirement.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
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Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
College Savings
See how much you may need to save now to cover future college costs for your child.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
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The Other Sure Thing
A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.