Services

Atl Finance Guy delivers a wide variety of services that that are complimentary to financial clients. Not only does Atl Finance Guy use his wide-range of financial knowledge to create a custom finance plan for you, but he also wants to educate you on essential financial principles to secure your future. From advising on Tax Advantaged Savings, Retirement, College Savings, 401K Rollover, Healthcare to Refinancing, Atl Finance Guy is the advisor you want to trust to aid you in improving your financial position.

Our Services Include:

Mutual Funds: Learn how to participate in the wealth of companies like Google, Apple, IBM, Time Warner, GE, Wells Fargo, JP Morgan Chase, Comcast, Home Depot and the list goes on. These are long term investments so put them to work for you.

401K Rollover: It’s important to prepare for the future. We want to help you with the planning of your retirement options. You need to know what to do with your assets. A 401K Rollover is a must do whenever you leave your former employer. Let's talk and see how this may benefit you.

Retirement IRA: Need advice on whether to open a Traditional or Roth IRA? Learn about the different options of saving for retirement.

Dividend Paying Life Insurance: Stock Market got you a little nervous. Investing in large, mutual life insurance companies is a way to accommodate savings as these companies have increased in value. If you are looking for safety, then find out how this may be a great option for you.

Term Insurance:  Are you married, have children, a business owner, have grandchildren or you have an organization (Church, Hosea Feed the Hungry, American Cancer Society) that you care about? This insurance provides coverage at a fixed rate of payments for a limited time period at an affordable cost.

Legacy Planning: Are you over 50 years old or know someone over 50? Financial security for you and your loved ones is a priority. Plan your legacy while your standard of living is secure and ensure that your loved ones will be taken care of. I will work with you to provide you with a legacy plan that fits your specific needs and leaves you feeling assured about the future.

Additional Services Offered

• Monthly Budgeting
• Employee Benefits
• Small Business Financial Services
• Debt Solutions
• Mortgage
• Lending Refinance
• Auto/Home Insurance
• Health Insurance
• Investments offered through FINRA approved broker/dealer