We are excited to announce we are now able to offer Investment Management Services for University System of Georgia Educators. If you are not confident which investment choices are best for you, we are here to help guide you.
You will continue contributing to your current retirement plan and we will help customize your portfolio and manage the investments based on your unique needs.
We will provide options that are risk appropriate and coordinate with your overall financial and retirement goals.
“Being raised by this teacher (my Mom) and coming from a long line of teachers in our family, I know what it’s like to work hard.” — Laura J. LaTourette, CFP®
Contact us today to schedule a complimentary introductory appointment to discuss your needs and current situation.
Some individuals believe that return on investment shouldn’t be the only criterion for how they invest their money.
Learn more about effectively managing your cash flow to save, invest, and pursue your goals.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Contact Us Today