Our 2020 Financial Planning Guide is Now Available

Do you know how the SECURE Act, passed late last year, will impact your current retirement plan? Do you have questions about when to start taking Social Security benefits? Are you looking to learn more about options for saving for college? Our 2020 Planning Guide covers these topics and others pertaining to your financial life. 

Inside, you’ll find timely information on tax planning, risk management, planning for retirement, cybersecurity and fraud prevention, Social Security and Medicare, 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] or Kevin, [email protected].

Download the 2020 Financial Planning Guide.