The Financial Advisor and Retirement Planning Consultant of Atlanta

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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.