The Financial Advisor and Retirement Planning Consultant of Atlanta

About us

Our firm provides comprehensive financial services that are centered for your unique, needs,
situations and personalities. We work every step of the way to assess your goals, understand your
priorities, and create and develop long standing relations built on trust. We engage this process by
openly discussing the 8 Wealth Management Issues which encompasses the financial challenges
that affect everyone at some point in their lives. We service the Georgia as a Tax Accounting and
Wealth Management Consultant with a full list of comprehensive services. Financial Advising within
wealth management, cash flow and debt management, family risk management, retirement planning,
education planning, legacy planning, business planning special situations planning. Tax services
include Individual tax planning and preparations, business tax planning and preparation, estate and
gift tax planning and preparation, IRS representation. Also, bookkeeping services include
maintenance of bookkeeping, reconciliation of Bank accounts, chart of accounts, inventory, accounts
receivable and payable, year-end processing, asset management, internal control, tax liability
tracking and payment, sales tax tracking and payment, payroll, and QuickBooks. We continue to
offer exceptional service, care, and a holistic approach as the premise behind the services offered
here at The Financial Advisor And Retirement Planning Consultant Of Atlanta.