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.
Encouraging economic data and a series of unsettling news headlines vied for Wall Street’s attention in the third quarter, and ultimately, investors were not shaken.
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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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The History of Retirement
Do you know where the idea of “retirement” comes from?
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
An inside look at how marginal income tax brackets work.
The latest trends in travel reflect a rich menu of exciting new possibilities.
When to start? Should I continue to work? How can I maximize my benefit?
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator may help you estimate how long funds may last given regular withdrawals.
This questionnaire will help determine your tolerance for investment risk.
Enter various payment options and determine how long it may take to pay off a credit card.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Are you ready for retirement? Here are five words you should consider.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
The market is as unpredictable as the weather. We’d love to help you prepare.
What does your home really cost?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.