We succeed when we help our clients reach their goals. That’s why we provide extensive resources designed to help you make informed financial decisions in every phase of life. We hope these personal financial planning whitepapers will be helpful, and we welcome you to schedule a call with us for more personalized service based on your unique needs.
Please review the descriptions of these five financial resources and then complete the form below to gain access to as many of them as you like.
It is better to face the discomfort of our mortality and make sure everything is up to date and in order. With your estate checked off your list, you can rest assured, that in an unthinkable situation, you and your family will be covered.
The arrival of the next generation is also a good time to plan for your (and their future). In this whitepaper, we will go over different ways to gift, save, and set aside for your grandchildren.
Life can get hectic, we know, and the to-do list seems to be endlessly growing. One item that is easy to forget but vitally important, is having up-to-date beneficiaries for your IRA and other retirement plan assets.
Congratulations! You’ve decided to give to a charity or non-profit. Charitable giving is a wonderful way to help further causes you are passionate about and feel good while doing it.
After all the years of working and saving and planning, you’ve made it. Retirement. Now, the challenge will be taking the fantasy into reality. Let’s go over few important steps to help you transition into this new stage.
We want to hear from you. To see if we’re a good fit, we’d like to know more about what you’re looking for in an advisor.
Fill out the following short form and we’ll make time to sit down and talk about your unique situation.
2849 Paces Ferry Rd SE, Suite 660
Atlanta, GA 30339
PACES FERRY WEALTH ADVISORS IS A REGISTERED INVESTMENT ADVISOR WITH THE UNITED STATES SECURITIES AND EXCHANGE COMMISSION. Registration does not imply any level of skill or training. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites.