Always putting the clients interests first

Helping you make good financial decisions

SERVICES:

Financial Planning

Investment Management

COMMON QUESTIONS:

How To Get Started?

What is Financial planning?

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PLAN. INVEST. RELAX.

Fee-Only FINANCIAL PLANNING

& Fee-Only INVESTMENT MANAGEMENT

with a NAPFA Registered fee-only CFP®

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HOW CAN A CERTIFIED FINANCIAL PLANNER™ HELP YOU?

As a NAPFA fee-only financial planner we start with your goals in life. What is it that you would like to accomplish? Is it a comfortable retirement, getting your kids through college, or perhaps just just the peace of mind of knowing you have a plan to reach your financial goals?

Financial Planning is about identifying what you want in life and then building the financial architecture to make it all happen.

Prime Working Career: we can help you develop a comprehensive plan to cover all aspects of your financial life. A financial plan is your roadmap so that you know you are on track with retirement, insurance, college savings, company benefits, investment strategy and estate planning.

Pre-Retired: we can help you answer the question, "Can I Retire?", and counsel you on what steps you can take to make sure your goal can be reached and how to structure your investments to make sure they are inline with your goal.

Retired: we can design a distribution strategy for you and show you how to make sure your money lasts throughout your lifetime.

Click on the Financial Planning Options link to your left to learn more about the no risk guarantee on all planning relationships.

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THINKING RETIREMENT?

Specialist in Retirement Income Planning

Download Now:

TOP 10 RETIREMENT PLANNING MISTAKES

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**WHY WORK WITH A FEE-ONLY CERTIFIED FINANCIAL PLANNER™?**

Quite simply it is about receiving objective professional financial advice. Clients come to us when they are looking for real answers to their retirement and investing questions.

The Advisory Firm, LLC is a NAPFA Registered fee-only financial planning practice located in Alpharetta Georgia, we do not sell financial products and do not work on commission. As a client you hire us to work with you as your Financial Planner and/or Investment Manager both on a fee-only service arrangement.

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ARE YOU ON TRACK FOR RETIREMENT?

ARE YOU READY TO FIND OUT?

Simply call 678-566-3711 for a phone consultation or to schedule a complimentary initial meeting. You can also contact us via email through the Contact page link above.

We meet clients in our Alpharetta office or by appointment at our remote locations in Duluth, Dunwoody, Midtown, Marietta or Kennesaw.

LIFE IS EASIER WHEN YOU HAVE A PLAN!

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The Advisory Firm, LLC is a fee-only independent Financial Advisor / Financial Planner in Alpharetta, Georgia serving clients throughout metro Atlanta. Let us show you why we are the best financial advisor to guide you into retirement. The Advisory Firm is located at 12600 Deerfield Pkwy Alpharetta, GA 30004...T

We provide fee-only financial planning and investing services for clients throughout metro Atlanta and North Georgia including the communities of Alpharetta, Canton, Cumming, Dawsonville, Duluth, Dunwoody, Marietta, Milton, Roswell, Johns Creek and Woodstock.

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