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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Calculating Key Financial Ratios
The financial ratios that help measure an organization’s performance may also be used by potential lenders and investors. Learn more.
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Risk Tolerance Is About You, Not the Market
An investor’s personal situation should be considered when assessing his or her risk tolerance.
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Know Your Mutual Funds
Millions of Americans own mutual funds. This overview can help you review the mix of funds you own.
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New Study Finds Widespread Job Loss After 50
A job loss after age 50 can carry serious consequences. These tips may help you prepare professionally and financially for a late-career challenge.
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.