Here are some links you may find useful. If you need any assistance, please call our office at (770) 931-1414.


Consultation Data Form - Fillable PDF for use as an alternative to the direct submission form also on the website. This form can be saved and emailed to, or printed and faxed to 770.931.8314.

Customer Relationship Summary (Form CRS) Cetera Advisors, LLC

Regulation Best Interest Supplemental Disclosure

2024 IRS Retirement Plan Contribution Limits

2023 IRS Retirement Plan Contribution Limits

2022 IRS on Individual Retirement Arrangements (IRAs)

IRS on Required Minimum Distributions (RMDs)

2022 IRS on IRA Distributions

2024 Tax Chart

2023 Tax Chart

Social Security


Long-Term Care Shopper's Guide

Nursing Home Compare Ratings on every Medicare/Medicaid-certified nursing home.

Division of Aging Services: Programs and Services

Eldercare Locator - The Eldercare Locator is a nationwide service that connects older Americans and their caregivers with local support resources. 

We recommend you also consult an estate planning attorney for advice on these and other estate planning related documents, but here are some links to provide you basic information:

Georgia Statutory Financial Power of Attorney (POA) instructions 2017

Georgia Healthcare Directive instructions

Links to State-Specific Advance Directive Forms

A Beneficiary's Guide to Your Assets


Foolproof Financial Literacy Online Program - Perfect for kids and adults!:

FoolProof Education is a free, highly interactive, self-grading group of 16 online lessons called "Modules." The Modules teach consumers of all ages about money, financial responsibility, and critical thinking skills.



Client Update Form - for submission through our website, also accessible on the right side of our home page.  If you experience problems, please see the fillable PDF version of the form below.

Client Update Form Fillable PDF - If you experience problems using the direct submission form above, complete, save, then attach and email this form to OR fax to 770-931-8314.

Spousal Consent Form

AccessMyPortfolio - SEI



Your Green Portal - eMoney Portal

Please Note:  The information being provided is strictly as a courtesy.  When you link to any of the websites provided here, you are leaving this website.  We make no representation as to the completeness or accuracy of information provided at these websites.  Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information or programs made available through this website.  When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites to which you are linking.