
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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HOT TOPIC: Moody’s Downgraded U.S. Debt — Does It Matter?
On May 16, 2025, Moody’s Ratings downgraded U.S. government debt from its highest rating of Aaa to Aa1. This article looks at the reasons for the downgrade and its potential effects.
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Catch Up for a More Comfortable Retirement
Only a third of U.S. workers age 50 and older feel they are on track to enjoy a comfortable retirement, but there are opportunities to build substantial savings late in a working career.
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After the Loss of a Loved One, Watch Out for Scams
Scammers often prey on those who are most vulnerable. This article outlines common scams that target people who have lost a loved one.
Calculators
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Savings Accumulation
Estimate the future value of your current savings.
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.