Creating, Growing and Protecting Wealth for Georgians since 1983
Our family has served the Georgia community since 1983. We proudly consider ourselves a "Holistic Firm" since life experiences, both personal and business related, have enabled us to help clients in every stage of life. From young families just beginning their financial journey, to new business owners correctly establishing a solid financial foundation. Now, after 31 years we continue to serve these same clients through all of their life transitions.
Our team of professionals and outside consultants are prepared to assist you whether you are just beginning your financial future, getting ready to enjoy the fruits of your labor, or need assistance during a difficult time in your life.
Of course, it is exciting to be a part of success, however I am always honored to be part of the solution during life's challenging moments. When you become a client, you become part of our family.
KEEN ADVISOR VIDEO SERIES:
Newsletters
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Three Generations of Retirement Strategies
Millennials, Gen Xers, and baby boomers face different challenges in pursuing retirement goals. This article offers strategies to help address them.
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Municipal Bonds
Tax changes in the 2017 Tax Cuts and Jobs Act affect some investors more than others, with implications that spill into the municipal bond market.
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Retirement Savings: Traditional, Roth, or Both?
How does a traditional or Roth structure affect your IRA or employer-sponsored retirement plan? And what do their differences mean for older workers?
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Do Target-Date Funds Hit the Bull’s-Eye for You?
More than half of 401(k) participants invest in target-date funds, but are they right for everyone? This article provides an overview.
Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.