770-262-6113
I’m Jermaine, and while I may be an introvert, I love exploring new places and discovering great dining spots. When I’m not traveling, you’ll likely find me bringing old furniture back to life—turning worn-out pieces into something fresh and beautiful.
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My client, Stephen Smith, has inherited his father's retirement account. Moreover, according to the IRS, he had to pay taxes before he could access the funds because it was a traditional IRA. Mr. Smith wanted to evaluate his options and strategize the best option in his current situation. In addition, he understood that he was in a lower tax bracket now than he would be in the near future, but he also needed access to the funds for him and his family. We continued to evaluate his options based on need vs tax strategy.
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3655 Brookside Pkwy
Alpharetta , GA 30022
My ideal clients are those looking to shift from wealth spending to wealth creating, crafting a plan that balances financial security with the freedom to fully embrace the rewards of their hard work.
Company
Development
