Locally Owned - Proudly Serving the Gwinnett and Atlanta Area for the Past 35 Years!
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
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Healthy habits are one of the greatest gifts to give your child.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
At what point can you call a personal vehicle commercial?
Estimate how much income may be needed at retirement to maintain your standard of living.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Assess whether you are running “in the black” or “in the red” each month.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Agent Jane Bond is on the case, cracking the code on bonds.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Around the country, attitudes about retirement are shifting.
That big list of dreams and goals isn't the only way to look at your bucket list.
Here are five facts about Social Security that might surprise you.
In life it often happens that the answers to our most pressing questions are right in our own backyards.