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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

          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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          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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        • High Net Worth Individuals
        • High Net Worth Individuals

          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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        • Corporate Executives

          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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        • Business Owner

          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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        • Physicians
        • Physicians

          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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        • Dentists

          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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        • Divorce
        • Divorce

          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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  • OUR COMPANY
        • Our Team
        • Our Team

          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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        • Career Opportunities

          “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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Tag: Wealth Building

Investing to Save Time Boosts Happiness Returns

June 19, 2018

The more money you make, the more valuable you perceive your time to be — and the more time-strapped you may feel, according to University of British Columbia psychology professor Elizabeth Dunn. So wouldn’t it stand to reason that if you use some of your hard-earned money to buy yourself more time — for example, by paying someone to clean your house or mow your lawn — you might achieve a greater level of happiness? Indeed, that was the primary finding in a series of studies by Professor Dunn and other researchers published in the Proceedings of the National Academy of Sciences (PNAS).

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Deciphering the Impact of Rising Interest Rates

May 9, 2018

At the end of March, the Federal Open Market Committee (FOMC) announced that it was increasing the fed funds rate by 0.25%. This rate, which is also known as the “overnight rate,” is the rate at which depository institutions (banks and credit unions) lend reserve balances to other depository institutions overnight on an uncollateralized basis so that those institutions can meet their reserve balance requirements. The general consensus is that this increase is the first of three this year although some analysts think there could be as many as four rate hikes in 2018.

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Dividend Investing: Small Payments Can Boost Returns

May 9, 2018

Owning shares of stock or stock funds might increase the value of your portfolio in one of two fundamental ways: capital appreciation (i.e., price increases) and dividend payments. Of the two, capital appreciation carries the greatest potential for return, but it also carries the greatest potential for loss. And any gains or losses are only reaped when you sell your shares.

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Eight for ’18: Financial Steps You Should Take Now

February 14, 2018

With the start of a new year, most of us begin making plans in all aspects of our lives for the year ahead – and beyond. One area we should all consider is financial well-being -not only our tax outlook, but also investment and retirement strategies, property and personal insurance coverage, and more. In this article, we provide a helpful list of actions you can take now that will cultivate a more fruitful 2018.

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Company Stock and Your Portfolio: Keep Your Eye on Concentration Risk

October 19, 2017

The opportunity to acquire company stock — inside or outside a workplace retirement plan — can be a lucrative employee benefit. But having too much of your retirement plan assets or net worth concentrated in your employer’s stock could become a problem if the company or sector hits hard times and the stock price plummets.

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Hear How Atlanta Financial Makes Life’s Journey Richer

Atlanta Financial TV is home to a variety of videos that allow clients and associates to obtain knowledge, insight and experience. Tune in to learn more about our approach to comprehensive wealth management.to comprehensive wealth management.

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Atlanta Financial Associates

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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