We aid our clients find more attractive interest rates with an aim of providing clients better potential for increase in income in retirement, whether you are already retired or near retirement. For you retirement and non-retirement accounts we can aid you developing an income plan. Many of our clients seek help from us with 401(k) rollovers, 403(b) rollovers, TSP rollovers and other retirement plan rollovers to IRAs.

A financial planner, advisor or any other financial professional that has been given training and is familiar with retirement and other benefits given to federal Government employees is know as A Chartered Federal Employee Benefits Consultant(SM). A Chartered Federal Employee Benefits Consultant(SM) with his experience of working with federal government employees can aid with FERS, CSRS, TSP, FEGLI, FEHB and other benefits offered to federal government employees.

A self employed person as being both employee and employer face difficulties, unique challenges and opportunities. We will aid you developing a benefit package including plans for retirement for business owners and independent contractors, including SEP-IRA, Individual 401(k) plans, pension plans for one-person, health insurance, life insurance and disability insurance that suits your individual scenario.

In workplace, pension plans have been replaced by 401(k) plans. It has become more important for employees to make informed decisions about their retirement plans, with this change. We aid investors and savers in choosing the most suitable investment options within their retirement plans. We will also help in determination of the amount much to contribute. We will also give better investment advice and products for non-retirement investments including bonds, stock, mutual fund account, college savings plans, life insurance, health insurance and disability insurance.

Your money needs to be there when your playing career is over. On this belief, our practice of wealth management for professional athletes is centered on. We believe, wealth management for professional athletes should be focused on long-term performance and not the latest trends as past performance cannot predict future results of any investment product. Our wealth management is strategically aimed to transform your high income into long-term wealth.

"Putting the money in the bank and living off the interest" has become a thing in past due to low interest rates and no one can predict when interest rates will rebound. We aid our clients in generating income from lump sum payments received such as via inheritance, any legal settlements and court settlements. Our portfolio management style seeks to generate sufficient income without having to touch the principal (your money).

Whether you are single or married, mid-career or well into retirement, you likely have financial goals and questions that arise as you pursue those goals. We work with you to answer those questions and, through a well designed process, build and implement a plan to achieve your goals.

We have great experience in working with employees and retirees from University System of Georgia. We will provide aid in developing a robust financial plan for you, forecasting amount of TRS pension and estimating impact of your pension on social security. We will aid you in understanding differences between 403 b and 457 plans, so that you can choose the optimal savings path for you. We will provide aid to you to navigate the investment vendors and options available.

Emory benefits are extensive and rich for employees of both Emory clinic and Emory University, but they can also be complex. We have been aiding Emory employees taking better decisions about their benefits for years. We can aid you understanding the investment choices available from three providers within Emory 403(b) plans, how Emory retirement plan match works, also details regarding 403(b) plans for clinic and university employees. We can aid you understanding insurance benefits that Emory offers, as well as specific coverage levels that perfectly match to your scenario.

Adult children are often faced with the daunting task of managing the finances of a parent who can no longer do so themselves. We can aid you with finding and consolidating the various assets and accounts to simplify ongoing management, repositioning the overall portfolio to support parent's needs while avoiding excessive grains during repositioning. We will help ensuring estate documents and account titling are up to date.

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