Atlanta Retirement Partners. Personal,
dedicated service for your retirement plan,
delivered with employees in mind.
The retirement plan you provide plays a critical role in your employees’ ability to retire. It may also help you meet your organizational goals, by attracting and retaining top-notch talent.
The plan should be an asset, and not a source of stress. Let us help with the design, implementation, investment strategy, and monitoring of this important employee benefit.
We are more than investment advisors; we are facilitators, educators and optimizers. Our goal? To ensure your employees are retirement ready.
They teach. They protect. They serve. Let us help them retire.Contact Us
U.S. Personal Savings Rate
What can be learned from the savings rate?
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Here's one strategy that combines two different annuities to generate income and rebuild principal.
It may help your business be better prepared in the event of the death of a principal or key employee.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Six overlooked tax deductions to help manage your tax bill.
Learn a little about worldwide currency in this fun infographic
If you find it hard to attain personal life goals, there’s an app for that!
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Determine your potential long-term care needs and how long your current assets might last.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much you have the potential to earn during your working years.
Assess whether you are running “in the black” or “in the red” each month.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
When should you take your Social Security benefit?
Learn how to harness the power of compound interest for your investments.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Agent Jane Bond is on the case, cracking the code on bonds.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.