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About Us

About Us

Our belief is simple: Financial Planning is a calling.

The calling of a financial planner and financial advisor is to help you become and stay financially independent. We understand you have unique needs and specific goals, and we believe those needs are best met through a personalized plan of action.

Our Primary Purpose

Our approach is easy: We coach and advise clients on how to create and maintain financial independence so they can stay in control of their affairs. In return, you can have the kind of lifestyle you want, never become a dependent, and leave your mark for generations to come.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website as Financial Advisors and Retirement Coaches based in Marietta, Georgia. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.

We want to learn about you, know your family, understand your story, and help preserve your legacy — and we are here to walk you along each step of the way.

Let's get started! Contact us here.

- YourRetirementCoach™

Client Centered

As financial professionals based in Marietta, Georgia, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office. 

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