If you are looking for tax-focused fiduciary financial advisor near Alpharetta and Atlanta, you have come to the right place.  Here are some common issues that we address for those planning for retirement:

• Am I on track for retirement?  What can I comfortably spend in retirement?
• What are top strategies to minimize income taxes leading up to and through retirement?
• How do I create a reliable income stream in retirement?
• What's the right distribution plan for retirement?
• What's the right mix of stocks and bonds at my particular stage?
• How do I discover and define my purpose in retirement?
• When should I take Social Security? ...my pension?
• I am now single?  Who can I trust to guide me to make some critical decisions?
• What's the right kind of health insurance and how do I address these costs?
• What's the best way to leave a legacy for my children and grandchildren?
• How do my stock options fit into my overall plan?

Schedule your Introductory Call