Atlanta Financial Blog

Charles Crowley Celebrates 10 Years at AFA

AFA Marketing
July 13, 2020

This month at Atlanta Financial we are recognizing a very important work anniversary for one of our team members, Charles Crowley, who is celebrating his 10th anniversary with the firm.  

Before joining AFA as a Wealth Manager, Charles graduated from UGA’s highly ranked financial planning program and began his career with a financial planning firm in Athens.  Over his 10-year career at AFA, it has truly been a privilege to see how Charles has grown and developed through a variety of roles. He has provided invaluable support to Principal Cathy Miller, been a strong mentor to and leader among his peers, become a trusted advisor to clients and most importantly, been an active and positive representative of AFA’s values in his community. As recognition for his leadership and positive impact on the firm and his community, in 2019 he was awarded the first annual AFA Core Values Award. 

​​Please join us in congratulating Charles on his journey thus far – we know we will be seeing even greater accomplishments from him in the years to come!

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Atlanta Financial Named to the 2020 Financial Times 300 Top Registered Investment Advisors List

Atlanta, GA – July 30, 2020 – Atlanta Financial is pleased to announce it has been named to the 2020 Financial Times 300 Top Registered Investment Advisors list. The list recognizes elite independent RIA firms from across the U.S. This year’s impressive cohort of RIA firms represents 39 different states and Washington, D.C. and has a median AUM of $1.9 billion. Today, July 30th, Financial Times celebrates the 2020 FT 300 RIAs by publishing the Financial Times 300 list as a special report in the Financial Times.

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Legacies: The DOs and DON’Ts of Receiving an Inheritance

Losing a loved one is very disorienting. If an inheritance is associated with the love one’s passing, that gift can cause a host of emotions, conflicts and decisions.  Whether you knew about the inheritance or not, it can be overwhelming to receive a lump sum of money or property. I know this from both personal and professional experience.  With experience comes insights, and I would like to share these insights with you as a “dos and don’ts” list.

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Could the 529 Be the Holy Grail of Asset Protection?

These days, physicians face increased risk from lawsuits, judgements, creditors, and malpractice claims, yet one of the most common mistakes they make is relying solely on their insurance policies to protect them in these high-stakes situations. Not only do they overestimate just how far their personal and professional coverage will go but they also generally have no backup plan to pick up where their policies leave off. So, how do you protect your income and estate from legal claims? By integrating a number of diversified asset protection strategies into your overall financial plan.

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Julianne Andrew’s Featured in Medical Economics

Recently, Julianne Andrews MBA, CFP®, AIF® was featured in Medical Economics’ Money news section. In an interview, she walks through some steps physicians can take to protect their personal assets. Julie states, “There’s a few of things you can do, a lot of times people want to hop to very complicated things right off the bat, but there’s some very simple things you can do that will protect your assets.” You can view the short interview video by clicking here. 

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