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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Bear Market Emotions: Strategy vs. Reaction
Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.
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What’s Required of the Executor of an Estate?
Being named as the executor of an estate is generally an honor but settling an estate can be a difficult and time-consuming job. This article provides an overview of typical executor responsibilities.
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Managing Medicare Out-of-Pocket Costs
This article looks at the two different and mutually exclusive options Medicare beneficiaries have to help control retirement health-care spending: Medigap and Medicare Advantage.
Calculators
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.