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.
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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.
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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.
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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.
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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.
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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.
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Managing family expectations and planning for the future distribution of wealth.
Licensed in these states: GA
Employment & Regulatory History
Office Location
Third Act Retirement Planning
3380 Trickum Road
Woodstock, GA 30188
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