Atlanta Financial is Proud to Now be a Part of Mercer Advisors!
Tax-season is finally over and hopefully the results of your 2020 return landed in your favor. But, what should you do now? Sure, you’ve gotten last year out of the way, but what about your future? What about the long-term? Now that you know your numbers, is it time to hire a financial advisor?
Atlanta, GA – April 1, 2021 – Atlanta Financial Associates announced that Julie Andrews, MBA, CFP®, AIF®, has been named to Forbes’ Top Women Wealth Advisors list for 2021. This is the fifth consecutive year that Andrews has been recognized by Forbes as a top performing female advisor in the U.S. The list was published on Forbes.com.
As a physician, you’ve worked hard for your degree and the ability to earn the income that comes along with it. But as we all know, one of the challenges of being a high-income earner is devising a tax-planning strategy that keeps more money in your pocket and less out of the Uncle Sam’s.
The COVID-19 pandemic of 2020 has led to seismic shifts in almost all aspects of everyday life, but arguably not a single industry has been affected as much as healthcare. But, could the pursuant changes have a positive impact? There are several reasons that might be the case.
Recently, Atlanta Financial co-founders Julie Andrews and Cathy Miller were interviewed by Financial Planning magazine regarding the firm’s recent merger with Mercer Global Advisors. We thought you might be interested in a few excerpts from the article:
When you think of the most common New Year’s Resolutions, what immediately comes to mind? Generally, the most popular resolutions include getting in better shape, getting organized, and improving wealth and well-being. The ultimate goal is to grow in ways that enhance and better our lives.
Atlanta Financial Associates, LLC (“Atlanta Financial”) is a registered investment adviser offering advisory services in the states of Alabama, California, Florida, Georgia, Louisiana, Maryland, Mississippi, North Carolina, South Carolina, Tennessee and Texas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Atlanta Financial in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
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