Certified Financial Planner Practitioners in Atlanta to Prepare You for Retirement

Financial planning is an essential part of life, but it can also be frustrating and confusing. When you need to take control of your financial future, our financial planners and advisors can help you plan for what’s coming and be prepared to live the life you deserve today and in your retirement years.

Comprehensive Financial Plans

The right financial plan for you is unique and should be crafted and customized based on your financial situation and your goals. Our advisory team at Resource Planning Group will create a plan and help you find the right tools to achieve financial independence and freedom. Our extensive financial planning engagements include:

• Retirement planning
• Portfolio management
• Cash flow planning
• Charitable giving
• Tax planning
• Insurance planning
• Estate planning
• Education planning

We can advise on the right mix of investments to help preserve your wealth today and while you build for the future.

Your Trusted Partner in Financial Planning

As your trusted financial planner in Atlanta, our team goes beyond simply investing your money in one or more investment instruments. We offer a wide range of educational tools and tailored planning advice to personalize your plan—as your partner, we’re here to listen and understand your current and future needs, as well as your concerns and hopes, and ultimately help you achieve your dreams.

With our vast array of resources and expertise, we will simplify your financial planning and streamline advice and tools to help you make the most of your finances today while still planning to secure the future you deserve.

Consult Our Financial Advisors Today

When you want help coordinating your finances today or preparing and planning for the future, schedule a no-obligation consultation with a Certified Financial Planner practitioner in Atlanta at the Resource Planning Group today.