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Wealth Management Services in Atlanta, Georgia

At Wealth & Pension Services Group, everything we do is aimed to help our clients achieve their financial goals and plan for a strong future. For two decades, we have worked alongside families, professionals, retirees, widows, and businesses, guiding them through their financial milestones. 

We understand that everyone has different goals, depending on where they are in life and how they envision their future. We also believe that financial advice can take many forms. Whether it is comprehensive financial planning, investment management, 401k, retirement consulting, or estate planning, we tailor each service and solution to your unique needs.

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Investor Blog

Q2|2016 Commentary

Posted: 07/08/16

Since our last update, a lot has happened but not much has changed. Volatility remains elevated, a number of economic, corporate and political issues endure, and investors remain confused and skeptical of the future.

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WPSG Firm News

Wealth & Pension Services Group Announces 2015 Five Star Wealth Manager Winners

Posted: 10/16/15

Wealth and Pension Services Group is proud to announce that four of its wealth managers have been selected to receive the Five Star Wealth Manager of the Year Award.

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Helpful Content

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Systematic Withdrawals in Retirement

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

When Should You Take Social Security

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

 

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?

From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

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