200 Ashford Center North, Suite 400
Atlanta, GA 30338
770.353.6354 phone | 770.353.6338 fax

Financial Planning

“I spend on average 15-20 hours during the 6 step process getting to know you before I start giving you opinions about specific investments or the market and especially before making investment recommendations.”

- Mark J. Stevens, CFP®, ChFC®

Financial Planning

Financial planning is at the very core of the life planning services we provide to individuals and families seeking to build, preserve and manage wealth over time.

Retirement income planning, education planning, tax and estate planning, and risk management services are components of a larger, more comprehensive financial plan designed to achieve multiple financial and lifestyle goals. Your plan also provides for your heirs and defines the legacy you choose to leave.

Talk to us about the financial planning approach that is right for you:

  • Comprehensive, fee-based Life Event Planning  
  • Asset-based Management Services

Access our M.O.P Client Questionnaire to determine if our services can help you better organize your financial life as you pursue your important financial and life goals.

WealthVision

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, FL, GA, NC, PA, SC, TN, VA.
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