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.

Self-employed individuals face unique challenges and opportunities. We help develop benefit packages, including retirement plans for business owners and independent contractors, SEP-IRA, Individual 401(k) plans, pension plans for one-person, health insurance, life insurance, and disability insurance tailored to your needs.

With pension plans replaced by 401(k) plans, making informed decisions about retirement plans is crucial. We help investors and savers choose suitable investment options and determine contribution amounts. We also offer advice on non-retirement investments like bonds, stocks, mutual funds, college savings plans, life insurance, health insurance, and disability insurance.

"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 single or married, mid-career or retired, you have financial goals and questions. We answer those questions and, through a well-designed process, build and implement a plan to achieve your goals.

We have extensive experience working with employees and retirees from the University System of Georgia. We help develop robust financial plans, forecast TRS pension amounts, and estimate the impact on Social Security. We also explain the differences between 403(b) and 457 plans to help you choose the optimal savings path and navigate investment options.

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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