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.
Two events strongly influenced U.S. and foreign financial markets in the fourth quarter - one unexpected by many, the other widely anticipated. Neither of them particularly upset investors.
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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 Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Good employee health can be great for the company’s bottom line.
Apps that help small business owners better manage and grow their business.
Is your estate in order? This short quiz may help you assess your overall strategy.
Understanding the economy's cycles can help put current business conditions in better perspective.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator will help determine whether you should invest funds or pay down debt.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Smart investors take the time to separate emotion from fact.
Pundits say a lot of things about the markets. Let's see if you can keep up.
What are your options for investing in emerging markets?
Investors seeking world investments can choose between global and international funds. What's the difference?