Fiduciary Investment Management

Fee-Only Financial Advisors

We're Here For You:  (770) 627-2121

  Cumming, GA 30041

Alpharetta, GA 30004

Fee-Only Financial Advisor: 

Unbiased Financial Guidance

Financial-evolving journey. As you navigate life's milestones—marriage, career shifts, inheritance, or starting a family—your financial goals may transform. That's why it's crucial to establish a rapport with a trusted, knowledgeable planner. Our financial planners, who adhere to the fiduciary standard and operate on a fee-only basis, are committed to offering recommendations that serve your best interests.

Fee-Only Financial Advisor: 

Unbiased Financial Guidance

Financial-evolving journey. As you navigate life's milestones—marriage, career shifts, inheritance, or starting a family—your financial goals may transform. That's why it's crucial to establish a rapport with a trusted, knowledgeable planner. Our financial planners, who adhere to the fiduciary standard and operate on a fee-only basis, are committed to offering recommendations that serve your best interests.

Get the Clarity You Seek

  1. Establish a relationship. We will describe the services to be provided and define how we will work together. We will explain how we are paid and by whom. We will discuss how long our relationship should last and how decisions will be made
  2. Gather information. We ask for thorough information about your financial situation. We will mutually define your personal and financial goals, understand your time frame for results and discuss how you feel about risk.​
  3. Analyze and evaluate your financial status. We analyze your information to assess your current situation and determine what you must do to meet your goals. This could include analyzing your assets, liabilities and cash flow, insurance, investments or tax strategies.
  4. ​Develop and present recommendations.  Our recommendations will address your goals, based on the information you provide. We will review them together so that informed decisions can be made and recommendations can be revised as appropriate.
  5. Implement recommendations. Together we decide on how the recommendations are implemented. We may complete them for you or serve as a “coach”, by coordinating the whole process with you and other professionals.​​
  6. Monitor. We will continually monitor your progress towards your goals, based on the process we previously agreed upon. We will meet periodically to review your situation and adjust the recommendations if needed, as your life changes.​​​​​

  • Slide title

    Write your caption here
    Button

Get the Clarity You Seek

  1. Establish a relationship. We will describe the services to be provided and define how we will work together. We will explain how we are paid and by whom. We will discuss how long our relationship should last and how decisions will be made.
  2. Gather information. We ask for thorough information about your financial situation. We will mutually define your personal and financial goals, understand your time frame for results and discuss how you feel about risk.​
  3. Analyze and evaluate your financial status. We analyze your information to assess your current situation and determine what you must do to meet your goals. This could include analyzing your assets, liabilities and cash flow, insurance, investments or tax strategies.
  4. ​Develop and present recommendations.  Our recommendations will address your goals, based on the information you provide. We will review them together so that informed decisions can be made and recommendations can be revised as appropriate.
  5. Implement recommendations. Together we decide on how the recommendations are implemented. We may complete them for you or serve as a “coach”, by coordinating the whole process with you and other professionals.​​
  6. Monitor. We will continually monitor your progress towards your goals, based on the process we previously agreed upon. We will meet periodically to review your situation and adjust the recommendations if needed, as your life changes.​​​​​

  • Slide title

    Write your caption here
    Button

We are comprehensive planners who address anything on your mind. As problem solvers, we aim to enhance every area of your life with value, not just your finances. We are a team of true fiduciaries with over 50 years of combined experience who seek to support your life purpose, now and for years to come.

Learn More
  • Rollovers & Consolidations - assistance in navigating complex decisions, paperwork, and processes 
  • Monthly Paycheck - assistance in establishing appropriate monthly income from your investment accounts 
  • Social Security - help with decision making, timing, and coordination with your overall retirement plan 
  • Retirement Plan Allocations - review of plan choices and recommendations based on your risk profile and goals 
  • Required Minimum Distributions - calculations, reminders, and advisement to maximize tax savings 
  • Charitable Tax Coordination - options to provide charitable contributions, calculations, and execution 
  • Tax Planning & Analysis - consultation on how to best fund your retirement goals wisely 
  • Medical & Insurance Review - guidance on medical coverage, insurance choices, disability, LTC, and other electives 
  • Medicare - advice & referrals to help you navigate this complex decision-making process 
  • Financial Plan Updates - regular progress check-ins and revisions as needed with life changes

FAMILY & SURVIVORSHIP

  • Financial Plans for Families - coordination with family member referrals and multi-generational planning 
  • Wealth Transition - guidance on effective and efficient wealth transition to heirs 
  • Survivors & Beneficiaries - assistance to your loved ones in navigating complex decisions and processes 
  • Heir & Executor Communication - help in structuring your final wishes and assistance in financial transitions

ADDITIONAL SERVICES

  • Objective & Neutral Sounding Board Decisions - professional guidance with a “second set of eyes” 
  • Debt Elimination Analysis & Recommendations - reduce debt efficiently as you move towards retirement 
  • Trusted Referral Source - referrals to trusted and qualified professionals for tax, insurance, and estate planning need 
  • Notary Services - convenient notarization of documents at no charge 
  • Shredding - drop off documents for secure destruction and disposal

Proudly Providing Fiduciary Financial Advice To The North Georgia Region


We have clients from coast to coast but we are available for local meet-ups to offer fiduciary financial services in the following areas:


We are also available for Nationwide (Virtual) Fiduciary Financial Services.

We pride ourselves in providing the highest quality advice tailored to our client’s unique needs and goals.  With years of experience, we are driven to help you reach your financial success quickly and efficiently. Get in touch with us today! Let us show you why so many individuals and businesses trust us to guide them through their financial journeys.  We look forward to meeting you!

Share by: