advisor

Thomas G. Cloud Jr., CFP®, ChFC®, CKA®

advisor

President

Third Act Retirement Planning

Areas of Concentration

Comprehensive Financial Planning

Insurance Planning

Investment Management

Retirement Planning

Tax Preparation

Estate Planning

Asset Allocation

General Financial Planning

Healthcare Planning

Investment Planning

Long-Term Care

Retirement Income Management

Social Security Planning

Sudden Wealth Management

Tax Planning

Wealth Management

Wills and Trusts

Description

I help Christians, over the age of 50, that have recently received a large sum of money to invest it wisely through our Sudden Wealth Stewardship System.

Stewardship and Ethical Management: Ensuring the money is managed in a way that aligns with Christian values and principles. This includes making decisions that reflect responsible and ethical use of the funds, such as avoiding investments in industries that contradict their beliefs.
Generosity and Tithing: Determining how much to donate to their church and other charitable organizations. Christians may struggle with deciding on the appropriate amount to give back and identifying trustworthy recipients for their donations.
Avoiding Materialism and Maintaining Humility: The sudden influx of wealth can lead to temptations of materialism and pride. Maintaining a Christ-centered life and staying grounded in their faith while managing their wealth is a significant concern.
Financial Planning and Investments: Making wise investment choices to ensure the long-term sustainability of their wealth. This includes seeking advice on ethical investing, diversifying their portfolio, and planning for future financial needs while staying true to their values.
Tax and Legal Implications: Navigating the complexities of taxation and legal requirements associated with receiving a large sum of money. This might involve estate planning, understanding potential tax liabilities, and structuring finances in a way that complies with legal standards and aligns with their faith.
Managing family expectations and planning for the future distribution of wealth.

Licensed in these states: GA

Employment & Regulatory History

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Office Location

Third Act Retirement Planning

3380 Trickum Road

Woodstock, GA 30188

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