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.
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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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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Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
There are common mistakes you can avoid when saving for retirement.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Purchasing homeowners insurance is critical for protecting your home.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Assess whether you are running “in the black” or “in the red” each month.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This questionnaire will help determine your tolerance for investment risk.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Why are 401(k) plans, annuities, and IRAs so popular?
What if instead of buying that home, you invested that money?
What is your plan for health care during retirement?
Taking your Social Security benefits at the right time may help maximize your benefit.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Even low inflation rates can pose a threat to investment returns.