Services

Investment

Time is one of the most important components of investing. Timing the markets is not just “Buy Low and Sell High”. Time in the markets allows your portfolio to compound over a long period of time which creates additional wealth. We will work with you to keep you on track with your investment goals to ensure you have the proper balance of assets compared to your risk profile in order to pursue your long term goals.

Insurance

A well- structured insurance strategy can help protect your loved ones from financial consequences or unexpected events. We will review your Life insurance policies, check for Long Term Care coverage as well as Disability coverage to help preserve the assets you worked hard to obtain over the course of your working career.

Retirement

We will take steps to potentially accumulate the money you’ll need to pursue the retirement activities you want. We will evaluate all assets and identify the risks by concentrating on the largest obstacles that may be preventing you from meeting your objectives. We will consider alternative options, consider life situations, economic factors and consider the ways to minimize risk and to monitor your progress.

Tax 

We strive to determine the impact of taxes: Tax Free (pay no taxes), Tax Deferred (pay later) and Taxable (pay now). We strive to determine the appropriate mix to maximize the long-term profitability. This can stretch our retirement assets both for income today and the beneficiaries later.

Estate

Managing and understanding your assets to help make them work harder for you is essential. This includes a disciplined approach to keep fees low in your 401k or other pension plans and making sound asset allocations. We want to help you stretch your assets for the beneficiaries.

Money

Managing money involves more than simply making and following a budget. We will assist you in determining the real cost or loss of potential of not being invested properly.

Lifestyles

How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters. This surely must be taken into account in customizing your financial plan.

 

Allison Milligan – CPA, Partner 770-351-1220 – Vann Whipple Milligan, P.C.
www.vwmcpa.com

 

Ron King – Sr. VP, 678-581-3574 – United Community Bank
www.ucbi.com

 

Susan F. Floyd – Estate Planning & Probate Attorney – 404-369-0672 – Susan Floyd Law
www.susanfloydlaw.com

 

Tammara Austin – Financial Center Manager – 770-424-0060. Ext/ 14101 - LGE Community Credit Union
TammaraA@LGEcccu.org

 


CLICK HERE to schedule a meeting or Call 877-352-8805 today!