We work with individuals who are approaching retirement and going through the retirement transition, and need to deal with issues like the timing of Social Security benefits, figuring out whether they’ve got enough money for their retirement, how to do the actual retirement transition, and then coordinating the liquidation of the retirement accounts and brokerage accounts to replace their paycheck and sustain retirement spending. 

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4015 Nine McFarland Drive, Suite 150
Alpharetta, GA 30004

Phone: 770-667-1177 (office)
770-265-9670 (cell)

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