Get the Best Financial Advice in Atlanta, Georgia
Not every individual requires assistance in all areas of their financial picture, and therefore do not require our Comprehensive Financial Planning service. Instead, clients may only require “project” type help in one or two areas. For example, you may want us to review your retirement or investment accounts, open up an education fund for your children, provide advice on your insurance situation, need retirement plan consulting if you own a small business or may need a second opinion on your estate plan.
This is where our Financial Consulting service may be the right option for you.
With this financial advice service, we discuss what particular financial issue you need assistance with. We gather information regarding your concern, analyze your situation and develop strategies and recommendations. We can provide financial advice consulting in the following areas:
- Risk Management (insurance)
- Retirement Planning
- Investment Management
- Estate Planning
- Tax Planning
- Education/College Planning
- Executive Compensation Planning
- Business Succession Consulting
- Business Continuation Planning
- Small Business Retirement Plans
- Employee Benefits
- Asset Protection Planning (trusts)
- Charitable Giving
