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PEOPLE COME FIRST INDEPENDENT AND UNBIASED A FULL SERVICE FIRM A CUSTOMIZED APPROACH
 

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
 

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Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

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RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

 

Split Annuity Strategy

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Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Determine your potential long-term care needs and how long your current assets might last.

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This questionnaire will help determine your tolerance for investment risk.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Tuning Your Social Security Benefit

When should you take your Social Security benefit?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

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