Account Login
Facebook Linkedin

Category: News 2017

Congratulations to Chris Pena, CRC®

May 25, 2017

Financial Planning Coordinator Chris Pena recently passed his Certified Retirement Counselor® (CRC) exam demonstrating a mastery of both retirement accumulation and distribution planning. This certification is one of only a very few retirement and financial planning-related certifications independently accredited by the National Commission for Certifying Agencies (NCCA). We are proud of Chris as he has gained valuable retirement knowledge and skills to help him bring even more value to his work with our clients. Nice work, Chris!

Read More »

Is It Wise to Trade Your Pension for a Lump Sum?

May 22, 2017

Most private employers have already replaced traditional pensions, which promise lifetime income payments in retirement, with defined contribution plans such as 401(k)s. But 15% of private-sector workers and 75% of state and local government workers still participate in traditional pensions. Altogether, 35% of workers say they (and/or their spouse) have pension benefits with a current or former employer.

Read More »

Finding Your Sweet Spot in Retirement

May 22, 2017

In my conversations with clients who are beginning to prepare for their transition into retirement, I ask them, “What would you like to do in retirement?”, and often they answer, “I’m not really sure” or “I haven’t really decided yet.” What’s interesting about those answers is that while they have worked for years preparing financially for a successful retirement, they have not considered the other aspects of retirement that, along with sound financial preparation, will truly make them happy in retirement.

Read More »

Mark Your Calendar & Join Us!

May 22, 2017

Neighborhood Dinner: Sandy Springs
June 29, 2017
We’re hitting the road and meeting our clients where they live by hosting theme dinners throughout the Atlanta Metro area. June’s gathering will be in Sandy Springs. If you live in the area and your situation is a good fit for the program topic, be on the lookout for a personal invitation!

State of the Markets Webinar
August 14, 2017
The financial world is incredibly complex – and, these days, we’re all bombarded with dramatic headlines and contrasting opinions. This webinar is designed to educate you about some of the factors we, and expert financial analysts, are watching.

In lieu of our written market report, we are providing an opportunity for you to hear us discuss the markets first-hand.

25th Anniversary Celebration
September 23, 2017
Atlanta Financial turns 25 this year! Come celebrate this milestone anniversary with us. Details coming soon!

Read More »

Making Social Security Decisions with Confidence

March 30, 2017

Deciding when to begin taking Social Security can be confusing and overwhelming especially when you consider that once the decision is made, it can be difficult to change and a 12-month time restriction applies. Determining the optimal time to begin taking benefits depends on several factors, including the amount of benefits available to you and your spouse (if married), life expectancy, the date of your retirement, and the availability of other assets and income sources, such as 401(k)s, individual retirement accounts (IRAs) and retirement savings plans, that can be tapped during non-working years.

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
TUNE IN

sign up for our newsletter

  • We will never spam you or sell your email address.
CONTACT US TODAY!
Facebook Linkedin

Atlanta Financial Associates, Inc.
5901-B Peachtree Dunwoody Rd. Suite 275 Atlanta, GA 30328
Phone: 770.261.5380
Fax: 770.261.5381

Interested in Joining the AFA Team?

TRANSITION YOUR PRACTICE
FOR EXPERIENCED PROFESSIONALS

Atlanta Financial Associates, LLC (“Atlanta Financial”) is a registered investment adviser offering advisory services in the States of Alabama, California, Florida, Georgia, Louisiana, North Carolina, South Carolina, Tennessee and Texas and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Atlanta Financial in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

 All written content on this site is for information purposes only. Opinions expressed herein are solely those of Atlanta Financial, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

BrokerCheck

Privacy Policy
Copyright 2019 | All Rights Reserved