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.
Investment returns for income focused investments such has bond funds, are frequently misunderstood. This is because investors typically rely on pricing and charts from web sites which do not reflect total return.
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WPSG Firm News
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
In the face of divorce, making changes to insurance coverage may be overlooked.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
What’s the deal with your yearly free credit report?
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate your monthly and annual income from various IRA types.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
How federal estate taxes work, plus estate management documents and tactics.
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 a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
How will you weather the ups and downs of the business cycle?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.