WELCOME TO
Our financial GPS uncovers the most efficient route to your goals and dreams.
Contact Us
Are you 100% confident that your current financial plan will take you to your desired destination?
Please fill out the contact form and someone from our team will reach out to you as soon as possible.
Office Hours:
Monday 9AM - 5PM
Tuesday 9AM - 5PM
Wednesday 9AM - 5PM
Thursday 9AM - 5PM
Friday 9AM - 5PM
Address:
2400 Herodian Way SE
STE 110-W
Smyrna, GA 30080
Phone Number:
770-767-3707
Or by appointment:
Our Team
Asset Protection
Evaluate and save money on life, auto and home insurance.
Legal services - will, power of attorney and access to a respected law firm near you.
Investment Planning
Invest for retirement (Roth and Traditional IRAs, tax nonqualified, etc)
401K consolidation Business retirement planning (SIMPLE, SEP, SOLO K, Traditional 401K)
College education planning (529, Coverdale, UGMAs)
Strategic Planning
Discover your FIN
Budgeting
Other strategies to put more money back into your pocket.