Financial Planning Services

We take great pride in helping our clients attain their life goals through proper management of their assets. We listen carefully to our clients, and then look at their whole financial picture. As your financial planner, we do a careful review of your input and financial data, and then we help you set appropriate goals and develop a financial plan.

We have the expertise and experience to implement your financial plan and to monitor it throughout its life for your evolving needs and goals.

During the accumulation phase of the financial plan, the objective is to increase your wealth. By utilizing appropriate asset allocations, disciplined diversification and rebalancing when appropriate, you will achieve a substantial net worth if you prudently and consistently implement these principles over a multi-year time frame.

Equally important, the emphasis of safeguarding your assets is paramount. The use of various legal strategies (trusts, family partnerships, foundations, wills, etc.) and sound risk management techniques are vital. These would include life, disability, and long-term care insurance.

We are client oriented professionals and do not take commissions. We work for the best interest of our clients.

For existing clients and prospects, we offer a complimentary one hour meeting to discuss your current status and objectives. For more information please contact Josh Podczervinski.

We can assist you with all of your Financial Planning decisions, including these areas:

  • Annuities
  • Estate Planning
  • Gifting Strategy
  • Long Term Care Insurance
  • Retirement Planning
  • Saving for Education

Client Center

- Business Clients
- Individual Clients

(QuickBooks Login)

Using File Exchange
Remote Payroll
eSignature Process

Phone: 770-667-1177 • Fax: 770-667-0774