Are you an individual or business in the Metro Atlanta area that is looking for assistance with developing and executing retirement, personal finance, or business strategies? Check out the following services for both individuals and businesses:
Insurance Protection
You can’t prepare your family for everything, but insurance payouts can be there to help if something happens. While not the most fun things to talk about, life insurance, disability insurance, and long-term care insurance are pretty important topics we all may have to consider. Insurance protection services will give you the peace of mind you deserve.
Estate Preservation
Whether you need charitable strategies or assistance with building a charitable trust, life insurance trust, or wealth replacement trust, estate preservation services can help. Protect your legacy by protecting your family members’ access to your wealth!
Retirement Strategies
Are you ready to dig your heels in and get your retirement plan working as hard as you are? These services help you set up annuities and much more to help you expedite your retirement plans. Get your retirement goals finalized and jump-start your savings today.
Financial Strategies
Everyone needs a financial strategy for the future. These strategies help you with needs analysis, goal-setting, and creating strategies for pursuing those goals – no matter how lofty they are. Get in touch today to start talking about your financial goals.
College Funding Plans
Prepare your child now by starting a college funding plan for them. When they are old enough, they’ll have a sizable helping hand to go towards their college tuition. Invest in your children’s futures today!
Business Strategies
If you own a business, you know how many different facets there are to consider. Sometimes, bringing in another party can help you manage your workload and see your business from different angles. Developing a business strategy can target your business’s insurance needs, retirement planning, executive compensation, and business continuation concerns.
Are you ready to get started with one of these services?
Contact Charles Timmons by email (preferred) at charlestimmons771@gmail.com or call (678) 670-2554 today.