Financial Planner in Atlanta, GA

Fee Based Financial Planner in Atlanta, GA

What We Do:

ABG Financial Services is a financial services agency in Atlanta, GA offering life insurance in Atlanta, GA, health insurance in Atlanta, investments, college savings plans and fee-based financial planning in Atlanta, GA. We provide our clients with structured sound advice and solutions in Life Insurance in Atlanta, retirement planning, investments in Atlanta, employee benefits planning, comprehensive business and personal planning in the Atlanta, GA and Marietta, GA metro areas.

ABG Financial Services helps you build wealth through a unique financial planning system called the "Wealth Engineer Program", this program guides you through the "4 stages of money" which are:

Earn It!

At the earning stage we assist our fee-based clients in Atlanta, GA with several key financial planning concepts. We first develop a comprehensive financial and investment profile. We use a sophisticated software program that creates an in depth snapshot of our clients in Atlanta and Marietta with their overall financial condition.
We then examine our clients' spending profile, designed to determine specifically how our clients in Atlanta, GA and Marietta, GA tend to use money in everyday situations.
The next step is to assist in developing financial budgets for personal and business needs. At this stage we also examine our client's needs for various insurance and risk management products and make appropriate recommendations.

Invest It!

This is the investment planning stage; we help our clients in Atlanta develop a solid asset allocation profile to determine specific investment risk propensities.
We design appropriate investment, life insurance, estate planning and health insurance programs for each client in Atlanta, GA and Marietta, GA whether qualified retirement plans or non qualified investment plans, and make specific recommendations based solely on each person's individual needs and requirements. We monitor our clients' investments on an ongoing basis to assure that the clients investment and financial objectives based on their specific asset allocation profiles are maintained.

Use It!

This is the time to enjoy the fruits of one's labor. We help design lifestyle options and concepts for retirement living, and lifelong activities. The Wealth Engineer® works with clients in Atlanta, Georgia and Marietta, Georgia and other advisors in Georgia to determine how to effectively use the money you have accumulated during a successful career to live the lifestyle desired for the remainder of your life.

Pass it On!

"Minimizing Estate Taxes"


After working and paying taxes all of your life, the government may gobble up over 50% of your estate. In some states, you will even have to pay an additional inheritance tax.

Probate:
Having to go to court after a death or disability. The average mandated cost to a family going to probate is 5-7% of all assets of the deceased.

Life Insurance.
Usually, represents the best option.

Business Products:

Investments, Mutual Funds, Life Insurance, Employee Benefits, IRAs, Retirement Plans, Stocks & Bonds

Specialties:

Registered Principal and Securities offered through FSC Securities Corporation, A Registered Broker/Dealer. Member NASD,SIPC., Advisory Services offered through ABG Financial Services, Inc., A Registered Investment Advisor not affiliated with FSC Securities Corp.