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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Why the EPA is Focusing on “Forever” Chemicals
In March 2023, the Environmental Protection Agency proposed the first federal limits for six types of per- and polyfluoroalkyl substances, or PFAS, in public drinking water.
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Don’t Forget About Credit When Planning for Retirement
Credit may not be at the top of the list when it comes to retirement, but good credit can make a big difference for retirees. This article looks at some key factors that lenders consider.
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Medical Debt and Your Credit Report
This article looks at changes in the way medical debt is handled on credit reports and offers tips to avoid having unpaid medical bills impact credit.
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How to Kill Your Zombie Subscriptions
With inflation cutting into consumers’ purchasing power, getting rid of a few unnecessary recurring charges could be a painless way to help balance the household budget.
Calculators
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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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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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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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.