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The Top 1000 Advisers-Barron's February 2009
THE TOP 100 INDEPENDENT FINANCIAL ADVISERS - Barron's2007 & 2008*
Pinnacle Small Business of the Year Award-Gwinnett Chamber 2008*
2009 Advisor Hall of Fame - Research Magazine
*Theresults from the above listings/articles should not be considered a guarantee of future performances and/or success.
IMPORTANT CONSUMER INFORMATION: 1. A broker-dealer,investment adviser, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state's broker-dealer, investment adviser, BD agent or IA rep requirements, as the case may be. 2. Follow-up, individualized responses to consumers in a particular state by broker-dealer, investment adviser, BD agent or IA rep that involve either the securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's broker-dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion. 3. For information concerning the licensure status or disciplinary history of a broker-dealer, investment adviser, BD agent or IA rep, a consumer should contact his or her state securities law administrator.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
Compare the potential future value of tax-deferred investments to that of taxable investments.
More Calculators →
Patching the Alternative Minimum Tax
The future of the AMT is uncertain, yet it is important to consider the possible effects of the AMT on your tax situation.
Is It Ever OK to Make Early Withdrawals?
There are few ways to sabotage your retirement goals more effectively than tapping your retirement assets before you reach age 59.
Get to Know Your Beneficiaries
It's a good idea to review your beneficiary designations on a regular basis to help ensure there is no debate over who will inherit your retirement assets and receive your life insurance benefits.
When Investing Pays Dividends
Aside from the potential for steady payments, dividends can be a good way to assess a company's health, quality of earnings, and future prospects.
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Securities and advisory services offered through Multi-Financial Securities Corporation, member FINRA, SIPC.
3700 CRESTWOOD PKWY SUITE 140 DULUTH GA 30096
We are licensed to sell Insurance Products in the following states: Alabama, Arkansas, Arizona, Colorado, DC, Delaware, Florida, Georgia, Iowa, Illinois, Kentucky, Massachusetts, Maryland, Missouri, Mississippi, North Carolina, New Jersey, New York, Ohio, Oklahoma, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Virginia, Washingtonand Wisconsin
Green Financial Resources, LLC. and Multi-Financial Securities Corporation are not affiliated.
We are licensed to sell Insurance Products in AL,AR,AZ,CO,DC,DE,FL,GA,IA,IL,KY,MA,MD,MO,MS,NC,NJ,NY,OH,OK,PA,SC,SD,TN,TX,VA,WI.
The Financial Advisor and Retirement Planning Consultant of Atlanta gives complete financial services that are tailor made for your personal and business’ select requirements, conditions, and personas
Through training and education, C & S Financial Education in Duluth, Georgia will help you to become more financially secure by teaching you how to manage your money wisely. C & S Financial Education
2180 Satellite Blvd. NW #400, Duluth, GA 30097, United States