Month: October 2022

Retirement Plan Consulting: Three Benefits for Small Business Owners

Written by Jeff Diamond on October 19, 2022.

Gain benefits from working with a professional you trust who can offer retirement plan consulting to help you navigate this complicated landscape.

Zachary Morris CFP® Guest Speaker at Galleria-Northwest Atlanta Kiwanis Club

Written by Zachary Morris, CFP® on October 13, 2022.

Zachary Morris CFP®, Managing Partner & Founder of Paces Ferry Wealth Advisors was the guest speaker at the Galleria-Northwest Atlanta Kiwanis Club meeting on October 12, 2022. meeting. Zach presented a primer on Estate Planning for members with many commenting that the presentation was informative, insightful and practical.

Business Succession Planning: 6 Steps for Small Business Owners

Written by Zachary Morris, CFP® on October 6, 2022.

Take the time now to focus on your business succession planning to ensure that your legacy lives on and your business finds lasting success.

Zachary Morris CFP® featured in Investor’s Business Daily

Written by Zachary Morris, CFP® on October 3, 2022.

Zachary Morris CFP®, Managing Partner & Founder of Paces Ferry Wealth Advisors was featured in Investor's Business Daily discussing how Financial Advisors often work with clients who claim that they, "didn't grow up around money."