Our Services
- Grow your money safely and conservatively
- Reduce or stop the drag of taxes on your income and wealth
- Receive guaranteed & protected retirement income for life
Our Services
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PLAn
Financial Planning
We offer comprehensive personal financial advisory and planning services to individuals and families who typically place more value on conservative investing strategies with an emphasis on principal protection, guaranteed income and tax efficiency. Learn More
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Grow
Investments
We utilize money managers with proven track records of low risk, low volatility investment results. The best way to grow your wealth is to avoid losing it. Grow your money when markets trend up, and protect your money when markets trend down. Learn more
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income
Retirement Income
Our Safety Net Retirement Income System protects your desired level of income during retirement with periodic increases to help offset inflation, for the rest of your life, no matter how long you live, nor whether the stock or bond markets gain or lose. Learn more
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tax compliance
Tax Preparation
We prepare personal, business, trust and estate tax returns with the highest level of professional care. Your tax returns are prepared to make sure you are taking advantage of all deductions and tax credits available so that your tax is as low as is legally possible. Learn more
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future taxes
Tax Planning
The key to paying less income taxes is proactive tax planning. We help you structure your business entities and personal spending ahead of time in ways that maximize your tax deductions and credits and legally minimize your IRS and state income taxes for the long term. Learn more
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protection
Risk Management
A complete financial plan includes the prudent use of various insurance coverages to reduce risk. Life insurance, disability insurance, long-term care insurance and and annuities provide valuable and affordable protection for your family against some of life’s financial risks. Learn more
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