Who We Advise:
If you own a business, congratulations! You have chosen the most certain road to wealth in our society. According to the New York Times bestseller, The Millionaire Next Door (Stanley and Danko, Pocket Books, 1996), 64% of American millionaires achieved their wealth by owning a business.
Have you thought about getting out of your business? Is your wealth locked up in your company? Are you wondering how to convert the value of your company into cash? Does the very idea of exiting your business seem overwhelming, yet exciting? We help business owners answer these questions every day.
Call us today at 404-467-9882 or email at email@example.com so we can help you navigate your successful exit, be it five months or five years from now.
High Net Worth Individuals
Are you looking to preserve wealth you have attained? Or, do you seek long-term capital appreciation? Are you heavily concentrated in a low cost basis stock? For over 34 years, we have been assisting clients in the implementation of customized, tax-managed investment solutions to help them achieve financial goals with minimal risk. As a part of our process, we strive to appropriately diversify out of concentrated positions while helping minimize tax liability. As a fee-based, comprehensive financial planning firm, we are committed to helping our clients make appropriate decisions about their financial condition in the face of an ever-changing economic, tax, and investment planning environment. By combining expertise in the areas of investment analysis and management, retirement planning, employee benefits (stock options, retirement plans, pension plans, etc...), insurance, and estate planning, we provide a full service approach to meeting the needs of our clients.
We have developed a process that enables us to fully employ our knowledge and expertise in helping our clients control all aspects of their financial condition in the most sensible and tax-efficient manner. Our focus centers around three distinct levels of planning: 1) financial independence 2) family legacy and 3) social capital legacy. We address each level appropriately depending on your needs, goals and desires. At any given time, one level may be more important than another, depending on your stage of life. This process stresses each of these three levels independently but also realizes the interrelationship among them.
Call us today at 404-467-9882 or email at firstname.lastname@example.org to set up an introductory financial planning consultation with us.
Are you a fiduciary? A fiduciary is defined as an individual, corporation or association holding assets for another party, often with the legal authority and duty to make decisions regarding financial matters on their behalf. The Fiduciary has the duty to act in the best interests of another party.
Typically, an individual or organization is considered a fiduciary when they serve as a trustee, executor, conservator, board member or officer of a charitable corporation, or trustee of a retirement plan. As such, the fiduciary faces the following challenges:
We help educate fiduciaries. For more information, call us at 404-467-9882 or email at email@example.com.