Connect with a Financial Advisor Now!  |  770.261.5380

Rick Henderson, CPA, CFP®, AIF®, Author at Atlanta Financial Associates, Inc.
MENUMENU
  • SERVICES
        • Investment Planning
        • Customized investment strategies that accommodate your time horizon and risk tolerance combined with a level of personalized service that is unmatched in the industry.
          LEARN MORE>

        • Retirement Planning
        • Are you part of the 26% of Americans who are prepared for retirement? If you aren’t – or you aren’t sure – it’s time to find out.
          LEARN MORE > 

        • Retiring FITT™
        • Retiring FITT is our comprehensive road map, navigating 25 different aspects of retirement planning, designed for those within a few years of retirement.
          LEARN MORE>

        • Business Planning
        • Planning for every stage of your business, including risk management, distributions and succession planning, so your most significant asset will support you and your family.
          LEARN MORE>

        • Tax Planning
        • Making the tax planning process as painless and profitable as possible while keeping your unique circumstances and evolving tax changes in mind.
          LEARN MORE>

        • Estate Planning
        • Take control of how your hard-earned assets are distributed with comprehensive estate planning, ensuring that your wishes are honored during your life and after your death.
          LEARN MORE>

        • Risk Management
        • Risks that aren’t managed can derail your careful planning. Taking a prudent approach to managing these risks to help you stay the course.
          LEARN MORE>

        • Retirement Plans
        • Corporate retirement plans that balance the aims of all your business stakeholders while providing the fiduciary oversight and guidance today’s 401(k) plans require.
          LEARN MORE>

  • SUCCESS STORIES
        • High Net Worth Individuals
        • Milestone events, such as marriage, children, divorce, disability or death, often occur without warning. Find new ways to continue preparing for your financial future and building your legacy with confidence.
          LEARN MORE>

        • Corporate Executives
        • With your success comes wealth building opportunities. Are you taking full advantage of your company’s executive benefit programs and implementing sophisticated planning, investment and tax strategies?
          LEARN MORE>

        • Business Owners
        • Protect your family and your company by structuring a financial plan that flexes to accommodate both anticipated and unforeseen changes in your business.
          LEARN MORE>

        • Physicians
        • Caring for your finances with the same care you deliver to your patients means planning for the unique challenges that healthcare’s highly-regulated, unpredictable nature presents.
          LEARN MORE>

        • Dentists
        • Often your largest asset, your dental practice is the cornerstone of a financial plan that supports your personal and professional goals now and in the future.
          LEARN MORE>

        • Divorce
        • Nothing seems certain in the throes of a divorce but you can begin to take control of your financial future by leveraging our 16-step process designed for women dealing with divorce.
          LEARN MORE >

  • OUR COMPANY
        • Our Team
        • For more than 25 years, we’ve been “Making Life’s Journey Richer” for clients like you by building wealth management plans that turn dreams into reality.
          LEARN MORE>

        • Career Opportunities
        • “Making Life’s Journey Richer” is our aim for our team as well as our clients. Join our state-of-the-art, independent wealth management firm on our well-established path to success.
          LEARN MORE>

        • Our Location
        • We’re conveniently located in the heart of the Atlanta Metro area’s Palisades Office Park with easy access to I-285 and 400.
          LEARN MORE>

        • Holiday Schedule
        • “Taking time to live life will only inspire your work.” In order for our team to enjoy time with their loved ones, our offices will be closed for certain holidays throughout the year.
          LEARN MORE>

  • NEWS & EVENTS
        • Webinars
        • The financial world is incredibly complex. Our webinars are designed to educate you about some of the factors we, and expert financial analysts, are watching.
          READ MORE>

        • Newsroom
        • Read more about Atlanta Financial in the news and through our monthly newsletter. News releases, media coverage and articles are all available in our newsroom for your perusal.
          READ MORE>

        • Blog
        • From building wealth to retirement planning to tax strategies to the financial impact of divorce and more, our blog offers a glimpse into the minds of our wealth managers.
          READ MORE>

        • Watch AFA TV
        • Tune in to Atlanta Financial TV, the channel to learn more about our approach to comprehensive wealth management through a variety of videos.
          TUNE IN>

        • Client Events
        • We regularly host events to educate, inform and celebrate our clients. Often, we ask that you BYOF – Bring Your Own Friend. When will we see you next?
          READ MORE>

Making Life's Journey Richer

Author: Rick Henderson, CPA, CFP®, AIF®

So, You Just Received a Financial Windfall

What would you do if you received a major financial windfall? Would you buy a new house or vacation home, give some to your family members, donate to your favorite charity, or take the trip(s) that you have always dreamed about?While most people will not receive a major financial windfall during their lives, it is not uncommon. You might receive a financial windfall by:

Read More »

Asset Protection: Don’t Just Build Wealth— Defend It

Are you prepared to protect your assets in case you get sued? Hopefully this won’t happen to you, but the hard reality is that successful, financially secure individuals, especially business owners and professionals, are targets — a magnet for actions such as lawsuits and torts. For example, more than a third of physicians (34%) have had a claim filed against them at some point in their careers.1 For business owners, 36-53% of small businesses are involved in at least one litigation in any given year.2 Even if these claims or lawsuits are frivolous, they can be frustrating and potentially devastating to your financial well-being.

Read More »

Ruminating About Resolutions

As we begin 2019, many of us are taking a fresh look at our goals and the things we want to accomplish in 2019. According to Fidelity Investments’ 10th Annual New Years’ Resolutions Study, almost one-third of Americans are considering making a financial resolution for 2019, with the top three resolutions being to save more, pay down debt, and spend less. Research has shown that there is a connection between financial wellness and happiness. So, if you can start this new year by making resolutions and taking some actions to improve your finances, I believe that your long-term financial wellness and happiness will increase. Below, are six actions for you to consider implementing in 2019:

Read More »

Two for One: Something Old Something New

How to Get a Georgia State Income Tax Credit and a Charitable Contribution Deduction at the Same Time. It is not often that you can get both a Federal charitable tax deduction and a credit against your Georgia income taxes at the same time. In Georgia, there are now two ways that taxpayers can make this happen.

Read More »

Navigating the Financial Twists and Turns in Business and in Life

As a business owner, planning for your future can be difficult because of the many twists and turns that can happen both in business and in life. When you encounter situations, either expected or unexpected, you may need to make decisions that can have a major impact on you, your family, and your business. How you approach those situations can be critical to your long-term success.

Read More »

Hear How Atlanta Financial Makes Life’s Journey Richer

Atlanta Financial TV is home to a variety of videos that allow clients and associates to obtain knowledge, insight and experience. Tune in to learn more about our approach to comprehensive wealth management.to comprehensive wealth management.

WATCH AFA TV