Broker Check
 

Estate Planning Professionals in Lawrenceville, Georgia

Helping Atlantans for 24 Years!

<strong>The greatest gift you can make to your family upon your exit from this&#160;life is to have your affairs in order.&#160;</strong> We've helped many families over the last 24 years and would love to partner with you in bringing peace to your estate planning.

The greatest gift you can make to your family upon your exit from this life is to have your affairs in order.  We've helped many families over the last 24 years and would love to partner with you in bringing confidence to your estate planning.

Allegiance Retirement Solutions helps individuals like you in the Atlanta and Lawrenceville area plan their estate. Because we are locally owned and operated, we provide the personal attention your estate planning deserves. Our level of sensitivity and detail around this matter fuels our passion to help clients have confidence at the end of the day.

Estate Planning Questions to Consider:

  • Charitable Giving - What causes do I want to support with donations?
  • How do I create a will?
  • How do estate taxes work?
  • How can I control what things are given to the people I care most about when I'm gone?
  • How can I minimize legal fees, court fees, and taxes? 
  • How can I reduce the burden on my family?

We can help with these questions and so many more that maybe you haven’t thought of. Whether you're looking to get your affairs in order or already have an estate plan, we would like the opportunity to partner with you as your trusted estate planning advisor.

FREE CONSULTATION - 2 ways to get started:

  1. Call us at 404-815-9470 today
  2. Download the free e-book below and one of our staff will contact you via email within 2 business days

This information is not intended to be a substitute for individualized legal advice. Please consult your legal advisor regarding your specific situation. Allegiance Retirement Solutions, Merit Financial Group and LPL Financial do not offer legal services. 

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

Learn more
Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

Learn more
Our Values

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Learn more
Our Resources

Our Resources

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

Learn more