It’s that time of year again—the time when many people set ambitious goals but struggle to follow through on achieving them. As you reflect on your financial health, it’s important…
Read More
Be sure to spend some time in our resources library to read, watch, and learn more about some of the financial and retirement concepts which may help you in your planning journey toward living the life of your dreams. We update our articles often, so be sure to bookmark our blog. If you have any questions, please don’t hesitate to call us at 470.746.6355.
October is recognized as Estate Planning Awareness Month, a reminder to reflect on the importance of organizing your affairs for the benefit of your loved ones. As we approach 2025,…
Read More
We’re here to help clear up some of the confusion about annuities during Annuity Awareness Month, which happens each June! In the first quarter of 2024, U.S. annuity sales were…
Read More
Sequence of returns risk can put your retirement portfolio in jeopardy, but what is it, and how do you fight it? We get it. Retirement can be scary. We know…
Read More
It’s Women’s History Month! Let’s go over why financial planning is important for women. While there’s little doubt women have taken major strides professionally and socially over even the past…
Read More
Money can be a major obstacle for couples. Here are a few ways to overcome it. Do you remember when you first met your partner? So many things about them…
Read More
Heads up! If you plan to retire this year, you should know these five things. Are you planning to enter the most exciting phase of your life in 2024? A…
Read More
The end of the year is upon us. Here are some tasks to check off before 2024 arrives! It’s that special time of the year when the holiday spirit is…
Read More
It’s National Long-term Care Awareness Month, so it’s the perfect time to discuss the importance of preparing for the potential need for care. Financial planning can be a complex process,…
Read More
No matter which phase of life you’re in, you might be looking for ways to trim your tax bill. Here are some strategies to consider!Nothing is certain but death and…
Read More
Life insurance is no longer constrained to the inflexible policies our parents held. Here are some of the latest additions and innovations to give you more options than ever.Today’s life…
Read More
Annuities can be an important part of a retirement plan.Annuities have always played a role in retirement planning, but with growing uncertainty and market volatility, their importance has boomed recently.…
Read More
Let’s talk about your business and financial plan. Don’t wait. Be courageous. Live the life you have dreamed about.
Schedule an Appointment
Advisor Videos
Are You Near Retirement? Or Have Recently Retired?
Where Do You Think Tax Rates Are Headed?
Planning For Retirement
Choosing Where You Want To Go And Mapping Out A Financial Plan
Are You Concerned With The Increasing National Debt?
Find A Proper Death Benefit
1) Written Goals – 7 Financial Blind Spots
2) Government Programs & Pensions – 7 Financial Blind Spots
3) Inflation – 7 Financial Blind Spots
4) Taxes – 7 Financial Blind Spots
5) Mortgages – 7 Financial Blind Spots
6) Procrastination – 7 Financial Blind Spots
7) Retirement Age – 7 Financial Blind Spots
Retirement Income Growth
Opening A Retirement Account
Educational Videos
Our informational videos are animated and designed to make complex financial concepts simple to understand. View all of our educational videos below!
Decumulation Versus Accumulation
What is an FIA (Fixed Indexed Annuity)
How Required Minimum Distributions (RMDs) Work
What You Need to Know About Social Security
What Is Medicare?
Traditional versus Roth IRA Accounts
Form Library
In order for us to recommend solutions that can help you achieve your financial goals, we need to collect some important information first. Your answers on these forms will help us develop customized strategies tailored for you and your business.
Questions? We’re here to help!
Don’t wait. Be courageous. Live the life you have dreamed about.
Contact Us
Let’s discuss your business and personal goals and how you can put a plan together to achieve them sooner instead of never. Call us at 470.746.6355 or fill out this contact form and we will contact you.
Local Organizations
These are some of our favorite local organizations to connect with. Please feel free to visit their websites to learn more about their missions and goals.
