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Allegiance Trust Wisdom Partnership

Locally Owned - Proudly Serving the Metro Atlanta Area for the Past 35 Years!

TRUST. WISDOM. PARTNERSHIP.

TRUST. WISDOM. PARTNERSHIP.

Based in Lawrenceville, we serve the Metro 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.

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Investments

 
 

Retirement

 
 

Estate Planning

 
 

Insurance

 
 

Business Exit Planning

 
 

Money Management

 

Helpful Content

Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Protecting Your Home Against Flood Loss

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

Don’t Be Your Own Worst Enemy

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

 

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

Investing for Impact

Learn how to build a socially conscious investment portfolio and invest in your beliefs.

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

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What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Doubling Your Money

This calculator demonstrates the power of compound interest.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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Principles of Preserving Wealth

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

Protecting Those Who Matter Most

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

Managing Your Lifestyle

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Understanding the SECURE Act

Explaining the SECURE Act and how the changes affect your retirement strategy.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

Surprises

Making the most of surprises is a great reason to work with us.

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