Harrison Fant

Harrison FantWealth Manager
Phone: 678.397.1769
Fax: 770.261.5381
hfant@atlantafinancial.com
LinkedIn

 

Since Harrison was young, he always had a strong interest in problem-solving, from elementary school brain teasers to the New York Times Sunday crossword puzzle.  Growing up he saw his father, who has been in financial planning for over 30-years, apply that same problem-solving mentality to the real world with his clients.  That real-world application sparked an interest in using personal financial planning to solve the puzzle of financial independence for others.

As a Wealth Manager with Atlanta Financial, he specializes in working with pre-retirees to ensure they are on the path to financial freedom.  Harrison enjoys working with young professionals to make educated and informed decisions about their finances early on to help set them up to achieve both their short- and long-term goals.  To that end, he has a particular focus on working within the YPFIT™ program to guide young professionals toward financial independence.  He is also passionate about providing guidance and mentoring to younger associates on the AFA team.

Harrison graduated from the University of Georgia’s Terry College of Business in 2013 with a BBA in Finance (Go Dawgs!) and spent the first year of his career as a Financial Advisor with The Piedmont Group.  He joined Atlanta Financial as an Associate Advisor in 2014 and quickly worked his way up to his current position as a Wealth Manager.  Harrison is a CERTIFIED FINANCIAL PLANNER™ professional as well as an Accredited Investment Fiduciary® designee.

Harrison and his wife, Erin, live in Roswell with their “fur-child” – a 65-pound Goldendoodle named Knox – and are expecting their first human child in March 2020.  In their free time they love to travel and explore new restaurants around town.  Their travel shortlist includes Greece, Spain and Iceland, and they are always open to recommendations!  Erin and Harrison tend to get along 364 days of the year, with the exception being the annually contentious Georgia-Auburn game.

5 Biggest Factors Affecting Your Credit

5 Biggest Factors Affecting Your Credit

              Throughout my career as a wealth manager and financial planner, I’ve found that one of the most misunderstood components of our financial lives is credit.  Most people understand the basics – you borrow money from a bank/credit card company/mortgage lender and pay interest on the balance.  But what many people don’t understand is how their credit scores are determined, and how those scores can impact their overall financial lives.

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Understanding (and Avoiding) Lifestyle Creep

Understanding (and Avoiding) Lifestyle Creep

Over the years we’ve seen plenty of research and studies claim that increases in income don’t correspond to increases in happiness. One such survey, using data from the Gallup World Poll, found that the optimal household income for emotional well being was between $60,000 and $75,000 per year. The research shows that beyond that threshold, the correlation between income and happiness flattens pretty dramatically. For many Americans – especially young professionals just getting started in their careers – this may seem like a bogus finding, but by going beyond the headlines we learn that a common reason for that drop-off in financial satisfaction is lifestyle creep.

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Mergers & Acquisitions: Marriage Edition

Mergers & Acquisitions: Marriage Edition

Of all the things we look forward to when planning to get married – from picking a venue to a honeymoon locale – one area we tend to glaze over is our finances.  Conversations about money with our significant others can oftentimes be difficult or uncomfortable, but making sure you are both on the same page about your finances is a crucial part of any relationship.  In fact, studies by SunTrust Bank and Kansas State University found that finances are the leading cause of stress in relationships and the number one reason for divorce in America.  When preparing to join finances in holy matrimony there are several things to keep in mind.

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To Roll or Not to Roll?

To Roll, or Not to Roll?

When I first sit down with prospective new clients to learn about their finances, one of the most common issues we come across is how spread out investment accounts are.  We may have a brokerage account here, an IRA there and, very often, an old 401(K) or two still sitting in a previous employer’s plan.  There are plenty of reasons why a 401(K) may be left behind with a prior employer – it could have gotten lost in the shuffle of beginning a new job, it may have just seemed like too much of a hassle to move the plan, or perhaps you took the time to roll the plan into an IRA but your employer made subsequent contributions you didn’t know about.  These accounts, affectionately referred to as “orphans,” are becoming more and more common given the increasing frequency of job-hopping, especially among Millennials.  So, who do these orphan accounts belong to and more importantly, what can be done about them? 

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