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 the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
What Will You Do With Your Bonus or Windfall?
This article examines one's options when receiving a work bonus or other financial windfalls.
Medicare Advantage Plans (Medicare Part C)
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Data Breach: Your Security To-Do List
This article provides a checklist of steps to take if you experience a data breach.
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Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
College Savings
See how much you may need to save now to cover future college costs for your child.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
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Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
When Markets React
When markets shift, experienced investors stick to their strategy.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?

