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What is Financial Planning?

What will I need to retire?
How much life insurance should I have?
Are my investments working for me?
I can't get my arms around the whole financial picture!
Can I afford to send my kids to college?


Financial Planning is about setting goals in life and developing a strategy for how to achieve.
A Financial Plan looks at your complete financial picture and breaks down each area into:

  • your current situation
  • potential gaps, and
  • recommendations/strategies to improve.

As a fee-only Financial Planning firm we assist you in answering life's challenging financial questions and help guide you to make smart financial decisions.

Contact us today at (678) 566-3711.

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 email us via the contact 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!

The Advisory Firm  |  12600 Deerfield Parkway  |  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) located in Alpharetta, GA serving clients throughout metro Atlanta.