My passion is helping people reduce their expenses to achieve financial freedom. I enjoy attending Braves and Hawks games. I love reading business books, such as Thinking in Bets and Upstream. You may see me hiking Kennesaw Mountain on the weekends.
Member
I was working with a client to evaluate their estate plan and I found out the client did not have a will in place. I set up a three-way email with an estate attorney, so my client could work with the estate attorney to create a will. My client was extremely pleased that I have resources outside of my firm to help them plan for their estate.
Referral Trigger Response
770-971-0216
2876 Johnson Ferry Rd
Suite 100
Marietta, GA 30062
I work with people before and during retirement. I teach them about the right time to take Social Security and how they can safely withdraw their money from investments during retirement. I educate my clients about tax efficient withdrawal strategies.
Company
Jamie Wheeler
Sponsorship
Joined on 01/22/2020
Team
Development
