407-468-3537
A husband to my best friend and father to two grown kids. I love sports in general and follow the Atlanta Braves and Bulldogs. As a learner by nature I enjoy reading and keeping up on the current events. Board for Revved Up Kids, a non-profit in GA
Member
Financial Services | Investment
Financial Advisor
Filing Cabinet
470-450-0013
1302 Abbey Ct
Alpharetta, GA 30004
My best clients are those with a focus on achieving goals. Setting clear expectations on when and what they want to do financially allows them to invest now so they can enjoy it later. They want to make investing understandable and easy.
Company
Sri Chakravarty
Sponsorship
A client wanted help in consolidating her many 401k accounts. She had 6 "orphan" 401k accounts from her past companies and we created one IRA account to house all of the funds. By consolidating all of the accounts she now knows where the money is invested and how it impacts her goals for the future.
It took some time to get all the accounts transfered, however they are all working for her now. Many times people do not know what options they have when they leave a company. There are four options that are available to each person when you leave a company with a retirement program. This is a good option for most, however not all.
She is now on track to successfully achieve her goals in the future.
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