Planning For Your Retirement
We understand that retiring can be overwhelming and confusing, but it doesn’t have to be. Atlanta Financial’s Retire-ReadyFIT™ program is a comprehensive approach to planning for your retirement. We take a look at your entire retirement picture and help you fill in the missing pieces. We guide you by incorporating all the key components of retirement and establishing a plan of action to help you systematically navigate the transition into your best retirement.
Find Your Retire-ReadyFIT™
Our Retire-ReadyFIT™ process helps answer tough questions including:
• What is my vision of retirement?
• How much money will I need?
• Where will my income come from?
• What can I do to make sure I can keep pace with the rising cost of living?
• How can I best prepare for health care costs and possible long-term care needs?
• Have I done all I can to reduce my tax burden?
• How can I make the most of my Social Security and pension benefits?
• What can I do to protect myself from market downturns?
• What kind of legacy will I leave?
Retire-ReadyFIT™ is led by:
JULIANNE F. ANDREWS
MBA, CFP®, AIF®
With over 30 years of experience in the financial planning industry, as well as a host of awards with her name on it, Julianne Andrews is a passionate Wealth Manager for her clients. For Julie, however, her entry into financial planning came about rather organically. After receiving her MBA, Julie began her professional career as a financial analyst for a Fortune 100 company in its strategic planning area. Although preparing financial forecasts for a large corporation was interesting, she felt she could apply those same skills to individuals and families in a more impactful and meaningful way.
CPA, CFP®, AIF®
Rick focuses on providing wealth management solutions to successful business owners, professionals, and corporate executives in the Atlanta metro area. Working closely with his clients, he helps them address their major concerns: building and preserving their wealth and independence, mitigating taxes, taking care of their heirs, ensuring that their assets are not unjustly taken, and charitable giving.
Click here to schedule your complimentary 30-minute introductory call.
CATHY C. MILLER
MBA, CFP®, CRPS®, CDFA™
Cathy’s passion for helping others in their financial lives began when, at age 23, she lost her mother to a drunk driver. As she watched her father struggle to understand and take over the family finances while dealing with the loss of his life partner, she realized what a difference a financial advisor would have made in her family’s life. She dedicated herself to helping clients capitalize on the good times and deftly navigate the bad. She realizes life’s journey isn’t always a smooth one, but is committed to working hand in hand with her clients to make their life’s journey richer.
Senior Wealth Manager
Chris was drawn to the financial planning business because he enjoys helping people make better financial decisions. Financial stress and uncertainty are some of the biggest causes of anxiety for individuals, within marriages and for small business owners. Chris believes much of this worry is unnecessary and can be alleviated through partnering with a trusted financial professional. While Chris loves doing market research and seeing clients’ investment accounts grow over time, the most rewarding part of his job is when he sees comfort on a clients’ face after a discussion. Knowing they are leaving with a better understanding of where they are and what they need to do to reach their goals is very satisfying for him. Chris is encouraged when these discussions lead to actions that can help relieve the financial worry so many investors experience.
Mari, a Boone, NC native, joined AFA as a Wealth Manager in June 2019, following two and half years spent with another Atlanta-based firm as a Client Care Coordinator. Mari has always had a passion for helping and serving others, and after discovering that many people struggle in finding financial confidence, she now finds her work at AFA incredibly meaningful. She specifically enjoys working with women going through transitional events in their lives. Mari’s devotion to this niche stems from when her father passed away unexpectedly, and she watched her mother transition through the steps of life as a single-parent.
As a Wealth Manager with Atlanta Financial Associates, Charles’s client-centered focus and constant thirst for knowledge have produced a distinct combination of competence and compassion for the clients he serves. His expertise includes strategies that span the generations. He spends the majority of his time helping pre-retirees accumulate wealth, plan for retirement and their children’s education, and assisting retirees with tailored income strategies.
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.
JA, CFP®, CTFA®
Michelle joined the Atlanta Financial family in July 2018 as a Wealth Manager bringing with her a background as an estate planning and elder law attorney.
Michelle’s desire to work with individuals and families seeking financial guidance comes from a very personal place. In her last year of law school, her mom passed away unexpectedly. Michelle was faced with resolving her mom’s complex estate while balancing the inherent difficulties of a blended family.