 L.JPG)
After 25 years in financial services, we have developed & refined processes that put all of the pieces of the financial & risk management puzzles together. Hiking, time at the lake and cycling with family and friends keep my busy outside of work.
Member
Meridith Simes
Alexis Svenson
Sponsorship
770-353-6304
200 Ashford Center North
Suite 400
Atlanta, GA 30338
Risk management in the accumulation phase and in the income phase is always a part of our planning. Our best clients are looking for a partner to help them move towards their goals while at the same time learning about and addressing their blind spots.
Company
Development
Ben Clark
Joined on 01/09/2020
Team
As a Financial Planner we look at many reports regularly.
We track our client’s progress towards their goals, whether they are home improvement, education for kids or grandkids, or retirement.
What sets us apart though, is tracking clients progress towards their life goals – not financial goals.
Maybe they want to start a business, spend more time with grandkids, enjoying their hobbies more or travel. By knowing what it is that they want their money to do for them, we can hold them accountable to use their time and money on the things that are meaningful and fulfilling to them.
Referral Trigger Response