Insights

Tax Planning

Charitable Gifting: Thinking Outside the Box

Charitable Gifting: Thinking Outside the Box

The 2018 Tax Reform lowered taxes across the board for most Americans.  Now that we’ve had a couple years of experience under this new tax code, we’re beginning to see how the tax cuts played out, specifically when it comes to charitable gifting.  After the tax code...

read more
Keeping Up With the Tax Code

Keeping Up With the Tax Code

With the new year upon us, I wanted to take the opportunity to explain the 2018 tax reform bill that represents the most significant tax changes in our country in more than 30 years. It’s important to note that the main reason for this tax bill is corporate tax...

read more
IRA Rollover

IRA Rollover

In my line of work, I am often asked about IRA rollovers. Most commonly, clients have a 401k with a previous employer and are wondering what steps they need to take to remove their funds from the plan. Starting in 2015, the IRS now follows a stricter interpretation of...

read more
When to File an Extension

When to File an Extension

April 15th? Maybe just another day of the year If it seems like every year preparing and filing your taxes has become more and more difficult, it’s because it has. There is probably no better proof of the need for tax reform than what most Americans have to go through...

read more

A DIFFERENT
APPROACH

We think of planning for retirement as a timeline and a series of stages.

HOW
WE HELP

Choosing us as your retirement planing advisors means a personalized guide through your retirement journey.

WHAT SETS
US APART

Our attributes set us apart from the crowd and allow us to find the best fit for your unique needs.

GET TO
KNOW US

Our highly trained investment specialists have more than 50 years of combined investment and analytical experience.

Are You Ready to Partner With Us?

We believe in building relationships.

Let us be your partner on the journey to financial independence.

ATLANTA OFFICE
300 Galleria Parkway
Suite 600
Atlanta, GA 30329
877.249.2629

BIRMINGHAM OFFICE
924 Riverchase Parkway
Birmingham, AL 35244
205.988.5881