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2900 Paces Ferry Road

Vinings Square, Bldg B
Atlanta, GA 30339


297 Prince Avenue

Bottleworks, Suite 15
Athens, GA 30601

Financial Education and Events

In line with our mission for clients to be good stewards, we have a passion to educate individuals in our community through workshops in our Learning Room and in other locations around the town on:

  • Social Security Planning
  • Estate Planning
  • Retirement Planning
  • Investments
  • Cyber Security / Identity Theft