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.
We work with clients throughout Atlanta, including Vinings, Marietta, Buckhead, Sandy Springs, Alpharetta, Duluth, and Mall of Georgia, as well as Chattanooga, South Florida, and in many other states across the nation.
WPSG Firm News
The positive attitude displayed by many investors throughout most of 2015 has been slowly evaporating. Uncertainty over China’s economy, the unresolved Greek debt crisis, slow economic growth and the threat of rising rates are probable causes.
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How Income Taxes Work
A quick look at how federal income taxes work.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
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Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate your monthly and annual income from various IRA types.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Agent Jane Bond is on the case, infiltrating the world of bonds.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
It's easy to let investments accumulate like the junk in a junk drawer.