In-Depth, Personalized Financial Planning
How are you set for insurance coverage, cash flow, estate planning, tax management, investments? Are you factoring in Social Security? What about education funding?
Those are a few of the key questions whose responses lock together into a solid financial plan, the type of individualized strategy The Stephenson/Baun Wealth Management Group creates and executes to help build and protect clients’ prosperity. The intention is to answer the bottom-line question – “How is your financial peace of mind?” – with “No lost sleep.” …Read More
Two Generations. One Unwavering
“It’s always been our dream to have a family business our children could grow into,” says Scott Moore, founder of Moore’s Wealth Management. “What we didn’t realize is that it would be the answer to our clients’ dreams as well.”
The financial services firm offers retirement income planning for retirees and near-term retirees. Moore and his team specialize in conservative investments with nonconservative 6 or 7 percent returns over 5 to 15 years. The firm …Read More
Financial and Retirement Advice,
One Family to Another
Because retirement readiness is much more complex than simply building a nest egg, even those with sizeable assets can find their retirement confidence shaken. This is why a retirement-focused specialist is an important partner in both preparing for and planning through the retirement years.
“People want to have confidence in their retirement plan and ensure they will not run out of money,” explains Gary W. Reed, owner of Reed Financial Group. …Read More
Independent Financial Advisors
With a Unique Perspective
They say the couple that plays together, stays together. But Phil and Jennifer Calandra are proof the old saying applies to couples who work together as well. As a husband-and-wife team heading up a successful financial advisory firm, they bring a unique perspective to the financial strategy table. “When we’re advising married couples, as a married couple ourselves, we’re able to see the pitfalls and issues from both sides and then are able to bring comprehensive and objective solutions to the problems,” says Phil. …Read More
Fiercely Independent, Deeply Committed, Junko Horvath, CFP® Sets New
Standards in Wealth Management
Since Junko Horvath, CFP® (Certified Financial Planner) entered the investment management and financial planning industry 16 years ago, she has been redefining what it means to provide the highest caliber of comprehensive services to institutional and high-net-worth investors. Service driven, not product driven, Horvath views her role as supporting and protecting clients’ best interests with dedication and integrity. …Read More
Integrated Tax Planning and
It was the fall of 2012, and affluent taxpayers across the U.S. were anxiously watching Washington. Among their chief concerns: capital gains, estate and gift taxes, and income tax hikes.
“Many of our clients feared Congress would raise these taxes before the end of the year as part of the effort to reduce the federal budget deficit,” recalls David Harrison Miller, CFP®, founder and CEO of Independent Wealth Advisors Group, Inc. …Read More
“As recent events have proven time and again, no one can accurately predict the weather, earthquakes, elections – or the markets. But we can identify great companies,” says Jim Hansberger, Managing Director-Wealth Management and Financial Advisor. “We believe it is our research process that leads to outstanding long-term investments. Behind every stock lies a tangible operating business, and a stock can only do as well as the company itself.”
Known for their passion for the investment process, both Hansberger and Michael Merlin, …Read More
Every Investment Has a Timeframe
and a Purpose
Judy Ross opened her first brokerage office in 2001, one of the most turbulent years in recent history. She spent a mere three months in business development mode before she built enough of a foundation to become solely referral-based.
The statement Ross began making to her clients in 2001 still applies today and has become her mantra. “‘Every asset has a timeframe and a purpose. Risks continue to change, and so should your strategy.’ I reiterate this statement to clients every time I see them,” says Ross, wealth manager …Read More
Personalized Wealth Management The David Group at Morgan Stanley
Many economists have expressed concern about another possible recession in the near future, perhaps more severe than the recent one. More than ever, particularly for families and individuals with substantial wealth, it is critical to seek guidance from knowledgeable advisors.
In Georgia, The David Group at Morgan Stanley helps take the worry out of wealth management for affluent individuals and families who are seeking ways to protect their money. Many of the firm’s clients are successful professionals, retirees and high-net-worth families with complex planning and business-related issues. …Read More
Personalized Strategies and a History of Trust First City Capital Management, Inc. Savannah, Georgia
In volatile markets, thoughtful, conservative investment management helps avoid erratic and emotional decisions. “Panic is the enemy of long-term capital appreciation,” explains Edgar “Ned” L.T. Gay, CFA, President of First City Capital Management, Inc., an SEC registered investment advisory firm. “Patience coupled with a personalized and balanced portfolio are critical attributes of a deep-rooted investment approach and greater peace of mind.”
While the challenges of the current economic environment are unprecedented, Gay as well as the other principals, E. Lane Curlee III, CIO, Sr. Vice President, and E. Bryan Connerat Jr., CTFA, Vice President, are no …Read More