Team
At Atlanta Planning Group, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Buddy has been helping his clients protect and grow their assets since 1985. He values the relationships he has with his clients and believes each individual is unique. He invests the time to clearly understand each client’s risk...
Grace Hayden is the most recent addition to Atlanta Planning Group, a selective group of 9 advisors who value their commitment to their clients. Maintaining the integrity and excellence of Atlanta Planning Group is Grace's goal through...