Estate Planning
Founded in 1983
Providing fee-only fiduciary advice for almost 40 years
Independent
Not owned by bank or brokerage firm
Conservative Approach
Focusing on
"Growth with Protection"
Getting your Legal house in order prior to investing or growing wealth is the most important aspect of Wealth Creation.
Having your Wills up to date, having power of attorneys in place and healthcare directives are crucial.
Placing certain assets in Trusts maybe an important planning tool.
These steps are provided by some of the most experienced Tax attorneys we have full access to here at Georgia Advisory Group for over 40 years.
We Keep are relationship independent so there are no conflicts of interest. By doing this you save thousands of dollars by us knowing exactly what you need and getting fixed pricing without getting charged hourly.
Location and Contact Information
Headquarters
2440 Old Milton Pkwy Suite 200 Alpharetta, GA 30004 USA
Talk to a team member
Have a question? Call us and let a team member help you find an answer.
Schedule a FREE Consultation
Schedule a FREE consultation with a Financial Advisor.
