Broker Check
 
Allegiance Trust Wisdom Partnership

Locally Owned - Proudly Serving the Lawrenceville and Atlanta Area!

TRUST. WISDOM. PARTNERSHIP.

Serving the Lawrenceville and Atlanta area with the following services:

  • Retirement Planning
  • Estate Planning
  • Portfolio Management
  • Insurance
All Services

For Generations to Come

From accumulating to preserving to transferring your wealth, we're here for you and your family today, tomorrow, and the next generations.

View our Services
 

Investments

 
 

Retirement

 
 

Estate

 
 

Insurance

 
 

Business Planning

 
 

Money Management

 

Helpful Content

Please Leave Home Without It

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Tax Reform: Before and After

Tax Reform: Before and After

What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.

 

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.

9 Facts About Social Security

There are things about Social Security that might surprise you.

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

View all articles arrow

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

View all calculators arrow

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

View all presentations arrow

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

View all videos arrow