Financial Advisors in Georgia
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Donald K Pollock located in: Albany Georgia I have been a CPA for 33 years. Specializing in taxation, trusts, estates and retirement planning. I hold the Certified Specialist in Estate Planning from the National Institute for Excellence in Professional Education as well as the Certified Specialist in Retirement Planning from the National... |
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William S Rimby Jr located in: Marietta Georgia In many states any Insurance Agent can call themselves a “Financial Planner” without having any professional training. This is why it’s so important to make sure that your Insurance Agent has completed a professional training course and is an ACSFP member (Association of Chartered Senior... |
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Eric Scoggins located in: Duluth Georgia Eric Scoggins, CLU, ChFC, CFP is the Principal of “SafeMoneyOptions.org”, a firm which focuses on Simple; Safe Money Solutions that help individuals protect their “core assets” and get them more productive by reducing exposure to excess market risk, unnecessary taxes and bad advice. Eric is also... |
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James E Dubeau located in: Hartwell Georgia James Dubeau earned his BS degree from Auburn University and has been in the financial services industry for 38 years, advising Seniors, in particular, for the last 25. He has assisted hundreds of retirees from major corporations and school systems, as well as government and private sectors in... |
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Best Investments
I have a business where my children occasionally work and I opened them each a Roth IRA to put all of their earnings for their future. It's grows tax free and it doesn't matter how young they are, my youngest is 5 years old. It's working out...
MSN Money posted a great article about variable annuities, although I don't have personal experience them. My wife and I have a joint life annuity that is fixed and performing well.
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Choose Services
I found the best gifts for my nieces and nephews are bonds. I give them for every occasion, birthdays, christmas etc. My sister keeps them all in her safety deposit box and plans to give it to them when they are 18. By that time they each have...