The Financial Advisor and Retirement Planning Consultant of Atlanta

The Financial Advisor and Retirement Planning Consultant of Atlanta

Address: 11340 Lakefield Drive Suite 200, Johns Creek

Address: Georgia, 30097, United States

Telephone: 678-909-1442

Locate on map : Locate on map

Website: Visit Website

Opening Hours: Mon-Fri 9:00am-5:00pm; Sat 10:00am-3:00pm; Sun:Closed

 

 

   


Description
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. 
Products
  • tax planning
  • bookkeeping
  • asset management
  • tax preparation
  • accountant
  • Financial Advisor
  • Financial advisor
  • financial adviser
  • financial advising
  • retirement planning consultant
  • Recommendations

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