Melissa MacLeod, CFP®
(770) 353-6307 Direct
Even the most educated and financially sophisticated people have questions about their finances.
Do you have that nagging feeling that you should review your finances in totality, but somehow you never get around to it?
Are you facing a significant life event that will require you to make decisions impacting your financial future?
Could the decisions you make in other parts of your life be hurting your chances of achieving your desired financial outcome?
Are you unclear about exactly what you should be doing to realize your own definition of financial success?
Are you unsure if your current investments and insurance policies are appropriate for your needs, and confused about the multitude of products available?
Are you taking too much risk in your investment accounts?
Is there a chance the money you have saved to retire will not be enough to last your lifetime?
If you answered yes to even one of these questions, we can help.
We offer independent, comprehensive financial advice and services to individuals, families, and business owners.