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WELCOME TO

When it comes to money today, most people have an idea of where they want to go but it can be confusing as to how to get there most efficiently. The solution: a GPS for your money.

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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.

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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

Our Team

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Mike Wooten

Founder

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Richard Richmond

Representative

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Brett Wooten

Founder

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Danny Kierath

Representative

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Jessica Wooten

Operations

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Richard Burke Goodloe, Jr.

Investment Adviser Representative

 

Debt Planning

Put a plan in place to lower your expenses and get out of debt faster.

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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.

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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)

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Strategic Planning

Discover your FIN

 

Budgeting

Other strategies to put more money back into your pocket.

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Areas We Can Help