PLAN. INVEST. RELAX.

Fee-Only FINANCIAL PLANNING

& Fee-Only INVESTMENT MANAGEMENT

with a NAPFA Registered fee-only CFP®

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 and investment strategies 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, 401k, investment strategy and estate planning.

Pre-Retired: we can help you answer the question, "When can I Retire?", and counsel you on what steps you can take to to reach your goal along with lowering risk in your portfolio.

Retired: we can design a customized cashflow plan and investing strategy for you, and show you how to make sure your money lasts throughout your lifetime.

To learn more about developing your personal Financial Plan email us through the contact page link above or simply call for more information 678-566-3711.

Specialist in Retirement Income Planning

Download Now:

TOP 10 RETIREMENT PLANNING MISTAKES

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

Quite simply it is because we understand you have a choice when selecting a Financial Advisor. You deserve objective, professional advice based on your personal financial situation. (Advice and strategies that do not involve the purchase of a financial product.)

The Advisory Firm, LLC is a NAPFA Registered fee-only financial planning practice and Registered Investment Advisor located in Alpharetta, Georgia. As a fee-only practice this simply means that we work on the behalf of our clients in a fiduciary fee for service model, and are not compensated by commissions or product sales.

As a client you choose how we work together: You can hire us as a Financial Planner to build your strategy and/or as your personal Investment Advisor to manage your investments.

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, Atlanta, or Marietta.

LIFE IS EASIER WHEN YOU HAVE A PLAN!

Learn more about investing, insurance and a host of personal finance topics: