Category: News 2017

Harrison Fant Receives Certified Financial Planner Designation

Congratulations to Harrison Fant for earning his Certified Financial Planner (CFP) designation! According to the CFP Board, the CFP process “identifies to the public that the individual has met rigorous professional standards and has agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.” Harrison has been authorized to use the CFP certification marks in the U.S.

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Key Retirement and Tax Numbers for 2017

Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans, thresholds for deductions and credits, and standard deduction and personal exemption amounts. Here are a few of the key adjustments for 2017.

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Growth, Value or Both?

The terms growth and value are often used to describe two different investment strategies, yet many investors may want both qualities in an investment. Famed investor Warren Buffett put it this way in a 2015 interview: “I always say if you aren’t investing for value, what are you investing for? And the idea that value and growth are two different things makes no sense…. Growth is part of the value equation.”

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Retiring FITT: A Road Map to Retirement

At Atlanta Financial, we’ve re-drawn the map to retirement. Our “Retiring FITT” system, a proprietary program, is designed to empower retirees to make good decisions when going through the retirement process. It has changed the way we talk about retirement, putting the client and investor in the driver’s seat.

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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 comprehensive wealth management.