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Pursue a Life Well-Lived with Financial Clarity

Pursue a Life Well-Lived with Financial Clarity

Whether you are saving for retirement or just starting to invest, we are here to help you build the life and legacy you desire.

Stewarding clients toward the life and legacy they desire.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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Aligning Your Financial Plan with Your Values

Aligning Your Financial Plan with Your Values

Atlanta Planning Group provides holistic, consultative guidance to help you achieve a fulfilling lifestyle, retirement, and legacy. We take your values seriously. By actively listening and simplifying the complexities of your finances, we help you pursue your goals with confidence.

Our Approach

Solutions to Help You Reach Your Unique Goals

Building Wealth

Building Wealth

Pre-Retirees

Pre-Retirees

Retirees

Retirees

Business Owners

Business Owners

Real-Time Updates For Informed Decision Making

Building your asset map gives you a big-picture view of your financial assets. Track progress, in real-time, toward your financial goals. Then, we help you leverage this information to make decisions for your future.

Build a Financial Map

Services
Supporting You with a Range of Services

Stewarding your finances with a range of services to cover every aspect of your financial life.

Financial Planning

Our consultative guidance helps you unpack the complexities of your finances and gain clarity to pursue your life well-lived today and tomorrow.

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Investment Management

Our experienced team will provide you with independent investment advice and strategies that are best suited to your goals and preferences.

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Wealth Management

When you trust our firm, you’ll get straightforward advice, timely communication, and proven processes to help you achieve your goals.

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Tax Planning

Before each new tax season, our experienced advisors will help you craft tax strategies and identify opportunities for additional tax savings.

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Insurance Planning

We can help you assess your risk and find the most appropriate coverage to protect yourself, your loved ones, and the life you’ve worked to build.

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Socially Responsible Investing

We can customize your investment portfolio with socially responsible investment  principles to ensure it reflects your values and goals.

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Meet the Team

Atlanta Planning Group is a holistic financial advisory firm with a team of professionals dedicated to helping clients live the life and legacy they desire. Our experienced professionals are dedicated to creating a financial plan designed to address your individual situation.

                            

The Investment News Women to Watch list is based on the following criteria: Demonstrated success and leadership in the financial advisory industry; Proven ability or power to effect change in the industry; An exhibited willingness to share her expertise with others in the field, including by serving as a mentor or role model to other female professionals in the industry and speaking at industry events; Has given back to her community through activities such as sitting on boards, volunteering and donating time to help investors. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.

Join Our Team

Join Our Team

Connect with us today to learn how we can support you in your personal and professional goals.

Our Resources

Our Resources

Our resource center offers a broad spectrum of timely, informative articles written with you in mind.

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Call Us

(404) 816-1153 x320


Address

3101 Towercreek Parkway, Southeast

#615

Atlanta, GA 30339