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Welcome
We are an independent Registered Investment Advisory (RIA) firm located in Atlanta, Georgia. For 20 years, we have been providing financial services to our valued clients. Our expertise include, retirement planning, tax planning, wealth management and small business consulting. We provide customized financial planning solutions through a fee-based relationship.

Our advice is objective and independent. Our solutions are client-focused and not product-specific. We utilize a consultative planning process that allows us to fully understand your needs and objectives.  Our work includes an active planning relationship with periodic monitoring and adjustments as needed.  Our financial planning and investment advisory services have no bias to products or proprietary services.

We commit to deliver personal attention, wealth management expertise in an active planning relationship that helps you achieve financial success.


Call today for your FREE Consultation
 
Erwin M Matthews, MBA
Managing Principal
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 IMPORTANT DISCLOSURES Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, legal, or retirement advice or recommendations. The information presented here is not specific to any individual's personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable — we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of GA. No offers may be made or accepted from any resident outside the specific states referenced.
 


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