Wealth & Pension Services Group
We are an Atlanta based wealth management firm focused on helping individuals and business achieve their financial goals and plan for a strong financial future. For nearly twenty years, professionals, executives, retirees, families and businesses have turned to Wealth & Pension Services Group for financial planning, investment management, 401k & retirement services, and estate planning.
Our clients enjoy the resources one would expect from a large organization with the personal attention of a boutique wealth management firm, helping us to achieve our goal of building wealth and security, and ultimately peace of mind for our clients.
Click on video to view
Every coin, like every historical (or even not so historical) event, has two sides. You can choose which side to focus on – the positive or the negative....
Click here to continue reading
Chart of the Month
This chart produced by the team at JP Morgan shows the historical forward price-to-earnings (P/E) ratio of the S&P 500 going back to the late 1980’s...
Click here to continue reading
Click on image to view
What to Look for in a Long-Term-Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Couples may be able to head off many of the problems in a marriage that money can cause.
To choose a plan, it’s important to ask yourself four key questions.
A look inside the U.S. government's statistics on household net worth.
Gaining a better understanding of municipal bonds makes more sense than ever.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
This calculator helps estimate your federal estate tax liability.
Estimate the potential capital gains taxes due on your transactions.
This calculator compares the financial impact of leasing versus buying an automobile.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Why are 401(k) plans, annuities, and IRAs so popular?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
A bucket plan can help you be better prepared for a comfortable retirement.
Understanding the cycle of investing may help you avoid easy pitfalls.
If you died, what would happen to your email archives, social profiles and online accounts?
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.