Financial Planning
We offer comprehensive financial planning and advisory services to individuals and families who value conservative growth strategies combined with an emphasis on protection of principal, guaranteed retirement income and tax efficiency.
Contact us to get started today.
personal financial planning services
What Do You Want Your Financial Future to Look Like?
We help our clients plan for the type of financial future they want. It has been said that “those who fail to plan, plan to fail”. You’ve probably heard that phrase many times in your life, and when it comes to personal financial planning, it’s definitely true. It is very unlikely that you will successfully reach your financial goals without a robust financial plan. We offer comprehensive financial advisory and planning services to individuals and families who value conservative growth strategies combined with an emphasis on protection of principal, guaranteed retirement income and tax efficiency.
We use a disciplined process to allow you to have the peace of mind you deserve regarding your financial life. The process begins with discussions with you about what you want to achieve financially, what resources you have and will have to accomplish those goals, and when you want to achieve those goals. Here are some of the issues we will consider when developing a plan with you:
- Your current (and future) income and expenses
- Mortgage and other debt obligations
- Asset allocation and investment management
- Risk management and insurance coverages
- Taxes and tax reduction planning strategies
- Real estate (your residence and investment holdings)
- Saving for retirement
- Providing retirement income
- Saving for college
- Estate planning
- Charitable giving planning
- Business continuation planning
- Legacy (inheritance for heirs) planning
We analyze your information to determine if you will attain your goals with your current plan, or if we see opportunities to improve or enhance your current plan. We will prepare a customized financial plan for you that will help you save and manage your money within your comfort zone. We will make recommendations for you as we identify opportunities for you to save taxes, build your wealth, and protect your wealth from potential risks.
A financial plan can be all-inclusive or laser focused on a particular area of concern or interest that you have. After your plan is finished and implemented, we then meet with your regularly (either quarterly, semi-annually, or annually depending on your needs) to make sure you are staying on target with meeting your goals.
Your financial plan is not “cast in stone”, but is instead a fluid plan that will need to altered and adapted as the future actually unfolds. We will continue to work with you and adapt your financial plan as necessary to meet your changing needs.
The first step to getting started with designing your successful financial future is to schedule a free, no-obligation initial strategy session with Marvin Bales, CPA, CFP®. In this 30 minute strategy session, we’ll discuss your financial goals and objectives, and then we can mutually determine if we are a potentially good fit to work together.
Contact us to schedule your initial strategy session.
Contact
Get In Touch
Have just a quick question, or would you like someone to contact you to set up an appointment? Complete the form below and we will be in touch with you soon.
CPA Financial Planning, LLC
Phone: 404-829-4944
Fax: 770-216-2227
Email: info@cpafinancialplanning.com
Financial Planner and Investment Advisor in Atlanta
1050 Crown Point Parkway
Suite 500
Atlanta, GA 30338
Financial Planner and Investment Advisor in Peachtree Corners
3295 River Exchange Drive
Suite 561
Peachtree Corners, GA 30092
Financial Planner and Investment Advisor in Marietta
366 Powder Springs Street
Marietta, GA 30064
Phone Appointment
Zoom Appointment
In office appointment
Call 404-829-4944