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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Time to Bulk Up Your Emergency Fund
A financial crisis can strike when least expected, so it’s important to have a sufficient emergency fund. This article offers some suggestions to help increase a fund before it’s needed.
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Will You Work Beyond Traditional Retirement Age?
Does your income strategy beyond traditional retirement age include receiving a paycheck? This article looks at the advantages and disadvantages of working later in life.
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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.
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It’s Your Money: Why Not Get Your Withholding Right?
Did you owe money at tax time or receive a large refund? This article discusses the types of situations in which taxpayers should consider adjusting their withholding.
Calculators
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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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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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.