At Atlanta Financial, our overriding objective is to help you achieve Financial Independence Together (FIT™). We do this through our proprietary FIT™ planning process designed to empower you to make the best financial decisions, no matter the stage of your life.
Our FIT™ process has altered and enhanced the path to wealth for hundreds of families from retirees, physicians, divorcees, executives, business owners and young professionals.
Find Your FIT™
Financial Independence Together (FIT™) is our systematic and organized analysis and roadmap to guide you through your current situation as well as your family’s financial wellness for decades to come.
Our process is fully customized with specific paths designed to meet you exactly where you are.
Planning & Wealth Management for the Transition to Retirement
Planning & Wealth Management for Business Owners
Planning & Wealth Management for Government Employees
Planning & Wealth Management for Executives & High Income Earners
Planning & Wealth Management for those going through Divorce
Planning & Wealth Management for Attorneys
Planning & Wealth Management for Physicians
Planning & Wealth Management for Females
Planning & Wealth Management for Young Professionals
We help to ensure that as your life changes, your wealth advances and your investments are managed to meet your precise situation.
Personalized Wealth Management to FIT™ You
We offer comprehensive wealth management services through our FIT™ Process that includes customized financial planning, investment management, and ongoing advice and solutions to help optimize your overall financial picture and plan for the future.
Retirement Planning
We help you identify and quantify your retirement income goals, then build and implement an action plan to ensure that as life changes, your wealth advances, with your investments managed to meet your precise situation.
Ongoing Advice & Solutions
We help to ensure that as your life changes, your wealth advances and your investments are managed to meet your precise situation.
Tax Planning Strategies
We proactively collaborate with you to minimize unnecessary taxes in all areas of your financial life, including your investment portfolio.
Financial Planning
We build a customized, organized roadmap designed to empower you to make the best financial decisions, no matter your stage of life.
Investment Management
We build a diversified portfolio consistent with your goals, yet appropriate for your level of comfort with market volatility. Then we monitor and adjust as the markets, economy or changes in your goals dictate.
Risk Management Strategies
We provide a structured and coherent approach to identifying, assessing and managing risk in all areas of your life and your financial plan.
Estate Planning Strategies
We help you identify your goals for your wealth and your legacy, and then build strategies to implement those plans as effectively as possible.
