Protect your financial future with tailored solutions for savings, retirement, investments, and more. Speak with our financial experts today.
What is a Financial Planner?
A financial planner is a professional who prepares comprehensive financial plans for individuals. These plans typically encompass a range of areas, including:
- Cash flow management
- Retirement planning
- Investment planning
- Financial risk management
- Insurance planning
- Tax planning
- Estate planning
- Business succession planning for business owners
Financial Products We Assist With
| Financial Product | Description |
|---|---|
| Annuities | Includes Fixed Annuities, Fixed Index Annuities, Income Annuities, and Annuity Living Benefits. |
| IRAs | Options include Rollover IRAs, Traditional IRAs, Roth IRAs, Spousal IRAs, SEP IRAs, and SIMPLE IRAs. |
| Life Insurance | Covers Term Life Insurance, Universal Life Insurance, Indexed Universal Life Insurance, Variable Universal Life Insurance, and Survivorship Life. |
| Workplace Retirement Plans | Includes 401(k), 401(a), 403(b), 457 Plans, SEP IRAs, and SIMPLE IRAs. |
| College Savings Plans | Covers 529 Plans, Coverdell Education Savings Plans, UGMA and UTMA Custodial Accounts. |
| Employee Benefits Plans | Encompasses Critical Illness, Accident Insurance, Group Life Insurance, and Group Disability Insurance. |
You may have varying eligibility for these options. The best way to find out how to secure your financial future is to schedule a free consultation with our financial specialists today.
To get started:
- Phone: (855) 543-6476
- Atlanta Office: One Glenlake Parkway, Suite 650 and 700, Atlanta, GA 30328
- Bridgeport Office: 1000 Lafayette Blvd, Suite 11, Bridgeport, CT 06604
- Email: Contact Us
Free Consultation
Get a free consultation with a financial professional to explore your best options. Would you like to know more about a specific financial product?