Personal Financial Planning

If your Target is Financial Freedom, We Can Help

Whether it’s making enough money to retire comfortably, investing enough for your children’s education, or passing on an inheritance to future generations, most people have simple financial goals.

To get a free consultation or start working with us, fill out the form.

How to get there is less obvious, and you might have questions like:

  • How much risk should I take to achieve those aims?
  • Am I going to have enough cash to retire?
  • How can I save for the education of my children and save for retirement too?
  • Are there ways of minimizing cumulative income taxes?
  • Should I convert to a Traditional IRA from Roth IRA?
  • What is the effect of social security on my tax situation?
Personal Financial Planning Manay CPA Marietta GA Tax and Accounting Services

We Are Here to Answer Your Questions

These concerns are genuine. Financial planning is nuanced, and you're busy enough with daily life. The good news is that we can help. We know what it takes to ensure that our customers gain the financial freedom they deserve after a lifetime of hard work.

Develop a Personal Financial Plan

For you to reach your goals quickly, we prepare detailed financial planning just for you. We know you are worth it.

Regular Checks

We regularly check your financial plan. Even if the situation in your life changes, we prevent you from a bombshell.

Integrated Financial Strategy

Integrating your strategy into the tax planning process, we prevent you from missing critical situations.

Strategies in Favor of You

Make a profit with the strategies we have developed to evaluate real estate, gift tax, and trust tax.

Evaluate Investment Methods

Help you find the most accurate investment method, so you don't overpay and get maximum income.

Evaluate Your Portfolios' Risk

Assess risk for your investment and retirement portfolios from more aggressive to less aggressive policies.

Endeavor to Required Mandatory

We help you to understand the Required Mandatory Distributions (RMDs) from IRAs

Compare Your Present and Potential Budget

Live well in the future by analyzing current expenses with your retirement budget.

Retirement Income Distribution Plan

By understanding you and your needs we build a retirement income distribution plan that meets your priorities.

Ready to get started?

To start working with us call at 404-900-1040!
Book an Appoıntment

What Our Customers Say

We believe that our clients’ success equals our success. We understand you and your business' needs.