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Services
We specialize in investment management, financial planning and small business consulting.  We maintain strategic alliances with other CPAs, insurance agents, attorneys and other professionals and are happy to coordinate their work if needed.  Our consulting services are more oriented to working directly with the business owner in developing his/her strategic plan for growth, succession planning or assisting with an exit strategy. 

Client Services Include:
  • Wealth Management
  • Financial Planning
  • Retirement Planning
  • Asset Allocation
  • Estate Planning
  • Tax Planning
  • Small Business Planning
  • Small Business Retirement Plans
 
Our client base reflects the range of our expertise, and includes:
  • Individuals
  • Retirees
  • Small Business Owners
  • Professional Athletes
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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.
 


Check the background of this financial professional on FINRA's BrokerCheck.