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        • Customized investment strategies that accommodate your time horizon and risk tolerance combined with a level of personalized service that is unmatched in the industry.
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        • 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.
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        • Retiring FITT™
        • 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.
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        • Business Planning
        • 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.
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        • Tax Planning
        • Tax Planning

          Making the tax planning process as painless and profitable as possible while keeping your unique circumstances and evolving tax changes in mind.
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        • Estate Planning
        • 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.
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        • Risk Management
        • 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.
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        • Retirement Plans
        • 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.
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  • SUCCESS STORIES
        • High Net Worth Individuals
        • 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.
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        • Corporate Executives
        • 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?
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        • Business Owners
        • Business Owner

          Protect your family and your company by structuring a financial plan that flexes to accommodate both anticipated and unforeseen changes in your business.
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        • Physicians
        • 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.
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        • Dentists
        • 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.
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        • Divorce
        • 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.
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  • OUR COMPANY
        • Our Team
        • 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.
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        • Career Opportunities
        • 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.
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        • 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.
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        • Holiday Schedule
        • 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.
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  • NEWS & EVENTS
        • Webinars
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          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.
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        • Newsroom
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          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.
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        • 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.
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        • 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.
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        • Client Events
        • AFA 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?
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Category: News 2018

Interest Rate Hikes: What Movement Really Means

December 11, 2018

No matter where you turn these days, news broadcasters, financial pundits and market watchers are talking about the Federal Reserve and what they will do with interest rates. Will they continue to increase rates or become more accommodative and slow down their increases? Since the 2008 financial crisis, the Fed has raised rates eight times (once in 2015, once in 2016, three times in 2017 and, so far, three times in 2018). What will happen next?

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Best Wishes to Kimsey and James

December 11, 2018

Congratulations to Kimsey Bolinger in our Account Services Department on her recent nuptials this past October. Kimsey and James Freeman were married at her grandparent’s wedding venue, The Buie Barn, in Brunswick, GA.

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Join Us for Our 10th Annual Holiday Open House

December 11, 2018

Please join us for our 10th Annual Holiday Open House and Toys for Tots Collection on Thursday, December 13, 2018, from 11:30 am – 1:30 pm at our office 5901-B Peachtree Dunwoody Road, Suite 275, Atlanta, GA 30328. Lunch will be served.

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Reviewing Your Estate Plan

December 11, 2018

An estate plan is a map that explains how you want your personal and financial affairs to be handled in the event of your incapacity or death. Due to its importance and because circumstances change over time, you should periodically review your estate plan and update it as needed.

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Fact or Fiction

December 11, 2018

Fiction:
Insurance policy loans are an attractive, easy and inexpensive way to access cash.

Fact:
A loan on your insurance policy can be a useful benefit but requires require careful planning.

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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 management.to comprehensive wealth management.

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Atlanta Financial Associates

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

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