We help successful dentists, business owners, professionals, and widows/divorcees by acting as their go-to financial coordinator. We organize and prioritize their personal and financial lives, helping them to make smart decisions about their wealth.
The rapid pace of change in the world today is making people’s lives more complex and confusing. As your financial advisor, we provide direction in order to:
Identify and Eliminate Dangers: We discover what dangers, problems, and obstacles should be eliminated, and then help you to do so.
Focus on Opportunities: Focus attention on the best opportunities, and then help you to take advantage of them.
Introduce Solutions: Inform and demonstrate what solutions are available to achieve steps 1 and 2.
Individuals burdened and overwhelmed by the demands of change lack the confidence to make decisions and take action. A new level of relationship can be provided in order to:
Reinforce Strengths: Point out significant achievements, where things are being done right, and where unique strengths can be reinforced and expanded.
Supply Support: Point out where new kinds of support are needed, and provide this in the form of a unique capability.
Increase Certainty: Increase the overall level of short-range and long-range certainty within a world of change.
Specific Tools: Provide specific tools to solve specific problems in the form of strategies, products, and services.
I enjoy learning about others & their business. I’m a member of CFA Atlanta, Atlanta Athletic Club, and Capital City Club.
Specialties: Independent Fiduciary, Fee-Only Wealth Management, Dentists, Business Owners, Widows/Divorcees, Personal Financial Advice, Financial Planning, Financial Planner, Wealth Management, 401k Advisor, IRA Rollover