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.

We provide self-employed individuals with tailored financial solutions, including SEP-IRA, Individual 401(k), pension plans, and insurance options to meet their unique needs.

We guide savers and investors in choosing the right retirement and non-retirement investment options, including 401(k) plans, bonds, stocks, mutual funds, and insurance, ensuring informed decisions.

We help clients manage inheritances or legal settlements by creating income-generating strategies that preserve the principal, ensuring long-term financial stability.

We help families and individuals, whether single, married, mid-career, or retired, by answering financial questions and creating tailored plans to achieve their goals.

We assist university system employees and retirees nationwide by creating financial plans, forecasting pensions, estimating Social Security impacts, and explaining 403(b) and 457 plans for optimal savings.

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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