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James A. Daniel, CFPHow can a fee-only 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 having 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.

Whether in your prime career, nearing your retirement goal or already in retirement, we are happy to discuss how a comprehensive financial plan can benefit you.

To learn more about our fee-only planning, investment and tax services simply click on the tabs at the top or call directly to setup your complimentary consultation: (678) 566-3711.

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The Advisory Firm, LLC  |  12600 Deerfield Parkway, Suite 100 |  Alpharetta, GA 30004  |  (678) 566-3711  |  

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The Advisory Firm, LLC is a fee-only independent Financial Advisor, Certified Financial Planner (CFP) serving clients in metro Atlanta and North Georgia