Atlanta Magazine awarded us with the coveted “5 STAR: BEST IN CLIENT SATISFACTION WEALTH MANAGER AWARD in 2008, 2009 & 2010.” We were ranked highest in client satisfaction – by our clients! Here’s why:
We are an Atlanta Area firm celebrating our 28th year. We help business owners, professionals, pre-retirees and retirees. We provide personalized, strategic, safe-growth income strategies so that our clients generate more income than they need.
We have a unique, proprietary system and a step by step process. This enables us to determine which service or solution our clients need to achieve their financial goals. Not one of our clients has lost a dime in the market in over a decade, and we can prove it!
The Dow Jones Industrial Average opened this century on January 3rd, 2000 at 11,501. Twelve years later it opened on January 3rd, 2012 at 12,217. That was a twelve year increase of 716 points with a compounded annual return of 0.5%.
After the past decade’s turbulent economy, we are pleased to tell you that our clients have outperformed the markets to a spectacular degree. Most of our clients averaged between 6 - 8% annually. If the Dow Jones had averaged what our clients did - the Dow Jones Industrial Average would be at 25,902.45!
The bottom line – Our clients benefit from our relationship because:
We help them prioritize their goals
We protect their retirement money and provide solutions to solving future income needs
We provide peace of mind and prosperity
We lower their tax burden
We can coordinate their financial planning with CPA’s, Attorneys, etc.
We can coordinate ALL of their insurance needs – Auto, home, life, health & LTC
We are money problem solvers and we help our clients by alleviating their #1 fear of outliving their money.
Learn why our clients love us so much and why you will too.
