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:
- IRA Rollovers
- Retirement Planning
- Employee Benefit Plans
Please call 404-816-1153 ext. 306 for a confidential consultation without cost or obligation. Thank you.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Five phases to changing unhealthy behaviors.
Learn about the risks of not having health insurance in this informative article.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much you have the potential to earn during your working years.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to compare the future value of investments with different tax consequences.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
A couple become Retirement Plan Detectives, searching records from old employers.
Making the most of surprises is a great reason to work with us.
If you died, what would happen to your email archives, social profiles and online accounts?
Have you explored all your options when it comes to managing your taxable income?