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.
At the end of 2018, economists and journalists may look back on the second quarter and see the moment when a global trade war began. Whether one is truly...
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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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Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
For some, the social impact of investing is just as important as the return, perhaps more important.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Beware of these traps that could upend your retirement.
It may help your business be better prepared in the event of the death of a principal or key employee.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
When do you need a will? The answer is easy: Right Now.
Here’s a crash course on saving for college.
There’s an alarming difference between perception and reality for current and future retirees.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Learn how to harness the power of compound interest for your investments.