Do you have questions about how federal tax provisions have changed after the tax overhaul? Have you re-evaluated your estate plan to ensure it still makes sense for your financial goals? Are you doing everything you can to protect your data and money from cyber criminals? Download our 2019 Financial Planning Guide for essential information on these topics and more.
Our guide covers tax planning, planning for retirement, risk management, cybersecurity and fraud prevention, estate planning, and saving for college. We are here to help. If you have questions, please reach out to us directly, 770-368-9919, or email Cliff, [email protected]; Kevin, [email protected]; or Kathy, [email protected]