What we do

How can we help you?

  • Financial and retirement planning
  • Intergenerational planning
  • Investment allocation for long term growth potential
  • Tax reduction and deferral advice
  • Financial protection for dependents
  • Planning for potential incapacity
  • Determining when you can retire
  • Maximizing your existing 401k/403b/457b plan
  • Consolidation of investment/401k accounts
  • Retirement withdrawal advice - "harvesting" plan for assets
  • Saving more/Decreasing debt
  • Timing of Social Security
  • Caring for elderly parents and special needs dependents
  • Mortgage and real estate decisions
  • Retirement plans for your small business
  • Income protection
  • Charitable giving planning
  • Pension decisions
  • Impact of changing jobs
  • Estate Planning/Trust Planning
  • Long Term Care, Disability & Life Insurance
  • College planning
  • Medicare
  • IRA/Roth contributions

 

  • Free initial meeting...whatever is on your mind, we are here to help!

 

  • Retirement Planning Courses offered at Gwinnett Technical College at both their Lawrenceville and Alpharetta locations.