In an environment of market volatility and an expanding array of financial products, even the most sophisticated investor can feel overwhelmed.
So, how do you work toward building and protecting your investments while laying the foundation for working towards your long-term financial goals with confidence? It's simple: Work with a financial advisor who can support you over the long-term and help make it easier for you to pursue your goals.
Your Financial Advisor
- The freedom to conduct business with objectivity
- Autonomy that allows for greater responsiveness to your needs
- Teamed up with Cetera Advisor Networks LLC as a foundation to serve clients
Cetera Advisor Networks LLC
- A provider of resources and support for financial advisors
- A facilitator of financial strategies
- A commitment to high standards of integrity
- A client-centered philosophy that encourages long-term relationship
Pershing LLC, Custodian Clearing Broker
- A well established leader in the industry
- The link to securities trade execution and clearing
- Experience and sophisticated resources that result in quality service
Feel free to browse our site. You'll find a variety of articles, calculators, and research reports that we hope will answer your questions or stimulate your interest.
If you have any questions, please call us at 770-552-1025. We will be happy to help. We look forward to talking with you.
Newsletters
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The Federal Reserve’s Key Meeting Dates in 2024
This article outlines the Federal Reserve’s three main objectives and provides the meeting schedule of the Federal Open Market Committee.
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Small Businesses Could Face Borrowing Challenges
Despite tougher lending conditions and higher interest costs, many people who need capital for business purposes may need to borrow money. This article discusses some common financing options.
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Time for a Spring Cleanup: Organizing Your Financial Records
Spring is a good time to clean out and organize financial records. This article offers guidelines on how long different types of records need to be retained.
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Municipal Bonds: A Tax-Advantaged Way to Put Capital to Work
Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
Calculators
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.