Retirement Guidance

"Retirement poses many new issues for our clients.  When to take Social Security?  Are conversions from a Traditional IRA to a Roth IRA smart for your situation?  Which account to take withdrawals from first?  What are the gotchas concerning Medicare Parts A-D?  Should we get Long Term Care coverage?  How much is enough?  What should my allocation be to stocks or bonds?  How much cash should I hold in my retirement account?  

We have provided a full range of advice and answers for these kind of questions - and more - to our clients since 1991. 

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Contact Info

Call Us: 770-977-2434
Toll Free: 888-413-9080
2551 Roswell Road, Suite 310
Marietta, GA 30062