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About Atlanta Planning Group

Atlanta Planning Group is a full-service financial group committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

Please call me if you have any questions about my group or the range of financial products and services I provide. My group has a relationship with a variety of financial services companies, which enables us to help build comprehensive solutions to your challenges.

At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

Can I retire early?

  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

Buddy Hicks

Financial Advisor

Since 1985, Buddy has provided asset protection and growth services to his esteemed clientele. With almost 40 years in the business, Buddy places immense value on his profession. His time is dedicated to understanding...

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Debra Cantrell

Executive Administrative Assistant


Debra serves as our esteemed Executive Administrative Assistant at Atlanta Planning Group, demonstrating her unwavering commitment to our organization for over 15 years. With extensive experience spanning more than two decades in...
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Grace Hayden

Financial Advisor

(404) 816-1153 x320

(404) 814-1703

Grace Hayden is the most recent addition to Atlanta Planning Group, a selective group of 9 advisors who value their commitment to their clients. Maintaining the integrity and excellence of Atlanta Planning Group is Grace's goal through...

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Sheridan Connell

Client Relationship Manager


As the Client Relationship Manager, Sheridan has an aptitude for communicating, organizing, and problem-solving. After graduating from Flagler College in 2021, her affinity for personal interactions and her adeptness for addressing...
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Travis Haines

Licensed Sales Assistant

404-816-1153 x 335

Travis is the most recent addition to Atlanta Planning Group and is our Licensed Sales Assistant. He handles client trade requests and operations, bringing a wealth of dedication to our financial services team. He spent twenty-three...
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