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+1 800-958-6554
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575 Pharr Rd Ste 52845, Atlanta, GA, 30355
Buckhead
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0.8 miBuckhead
0.9 miLenox
1.5 mi110
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Specialties
Wealth Coaching Mentor Program
History
Established in 2001.
For the last 35+ years we have been advising and coaching individuals and employers on unique tax strategies, employee benefits, retirement planning, children’s education strategies, portfolio composition, and small business.
Meet the Manager
Woodie M.
Manager
Registered Financial Consultant and Certified Estate Counselor with over 35 years experience advising individuals, entrepreneurs, and retirees on asset protection, tax reduction, estate planning, and asset accumulation.
