Personal Financial Planning

Personal Financial Planning

We believe that personal financial planning can transform lives, families, and generations. More than just investment advice, personal wealth planning encompasses all parts of our clients’ lives.

Our financial planning experts help clients in all phases of wealth planning – risk management, accumulation, preservation, and distribution. We work with clients to help articulate their goals and then create an integrated plan to achieve them.

Creating a plan, however, is only the beginning. We continue the wealth management journey along with our clients by guiding them through the implementation of their plan and regularly monitoring their progress. Although adhering to a long-term plan is important, we understand that a financial life, like a personal life, is dynamic. When unexpected life events require that our clients deviate from their original plan, we are here to help navigate those situations and adjust our strategy as needs change.

Let our personal financial planning professionals assess your current financial situation and help you develop a disciplined, comprehensive plan to achieve your goals. For more information, please call us at (770) 214-0714 or toll-free at (888) 827-5024.

Personal/Family Services:

  • Asset management and investment advice
  • Risk management
  • Financial planning
  • Retirement planning
  • Estate planning
  • College planning
  • Multi-generational wealth planning
  • Divorce planning
  • Life insurance
  • Long-term care insurance
  • Disability insurance