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(770) 746-6511
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2440 Old Milton Pkwy Suite 200 Alpharetta, GA 30004 USA
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Investment Management
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Retirement Nest Egg Calculator
Savings Calculator
Blog
Market Update
Retirement Videos
Contact Us
About Us
How We’re Different
Leadership
Reviews
Fees
What We Offer
Investment Management
Annuity Advisory Services
Financial Advisory Services
401k Advisory Services
IRA Rollovers
Guaranteed Retirement Income
Life Insurance
Estate Planning
Tax Preparation
Retirement Calculators
Retirement Age Calculator
Retirement Savings Calculator
Retirement Nest Egg Calculator
Savings Calculator
Blog
Market Update
Retirement Videos
Contact Us
Start Financial Questionnaire
8%
Planning for the Road Ahead.
Wealth Accumulation with Protection.
We are looking forward to getting together with you.
If you have any questions or require special assistance prior to your visit
please call our office at (770) 746-6511.
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Please bring your financial statements to your first visit with us.
First Name
Last Name
Email
Phone
Message
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First Name
Last Name
Email
Phone
X
Is your WILL up to date?
Yes
No
Do you have a POA in place for family members?
Yes
No
Are you paying for Life insurance that does not cover Living Benefits?
Yes
No
Are your investments covered by Protection?
Yes
No
Have you created a Lifetime Income outside of Social Security?
Yes
No
Next
Name
Email
Phone
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X
Are your Wills up to date?
Yes
No
Does each spouse have a POA on the other?
Yes
No
Do you need a Trust for Property, a Business or younger children?
Yes
No
Do I have Health care Directives in place?
Yes
No
Next
Name
Email
Phone
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X
Do you have a tax advisor working with your investment account directly?
Yes
No
Have you set up Your IRA/401k for a Lifetime Income for you and your spouse?
Yes
No
Do you use options to Protect your portfolio from Losses?
Yes
No
Next
Name
Email
Phone
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X
Do have the option of “Self-Manage” as a choice in your 401k?
Yes
No
Do you hold “Target” funds in your 401k?
Yes
No
Are interested in having an Analysis performed to see which choices are the best?
Yes
No
Next
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Do you currently have your account covered from losses and falling markets?
Yes
No
Do you already know what your income will be at retirement with your IRA?
Yes
No
Are you interested in having specific tests run to determine a Guaranteed Lifetime Income for you and your spouse?
Yes
No
Next
Name
Email
Phone
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X
Do you know exactly what your income will be at retirement?
Yes
No
Have you heard annuities are commission products?
Yes
No
Did you know there are Fee Only annuities available?
Yes
No
Lifetime Income and Guarantee of my principle is important?
Yes
No
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