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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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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 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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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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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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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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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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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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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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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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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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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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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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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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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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“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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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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“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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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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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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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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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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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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While tax scams are especially prevalent during tax season, they can take place any time during the year. As a result, it’s in your best interest to always be vigilant so you don’t end up becoming the victim of a fraudulent tax scheme.
Here are some of the more common scams to watch out for:
A month into the new year, most of us have made – and perhaps broken – at least a few new year’s resolutions. The usual commitments to lose weight, exercise and eat healthier top the list for most Americans again, but, this year, a new one has crept in – pursuing a simpler life using The KonMari Method™.
SHIFTING FROM A FULL workload to an open schedule upon retirement is a drastic change, and many baby boomers don’t want such an abrupt transition. Some employers also want older employees to pass their valuable skills on to younger workers before they leave. A phased retirement, which consists of full-time employees moving to part-time schedules, could be a viable solution for employers and older workers alike.
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:
We are excited to announce the rollout of our very own ATL Financial app! Simply go to the App Store on your smartphone and search for “ATL Financial.” If you have already established your credentials and accessed the AFA portal, you will simply need to enter the same user id and password to log in to the app. You will be able to view the same information available on our portal right in the palm of your hand.
Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts. Here are a few of the key adjustments for 2019.
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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Advisory services offered by Atlanta Financial Associates, Inc.
