990 Hammond Drive
Atlanta, Georgia 30328-5511
PERSONAL FINANCIAL PLANNING
The broker-dealer, investment advisor, BD agent or IA rep in question may only transact business in a state if first registered, excluded or exempted from state broker-dealer, investment advisor, BD agent or IA rep registration requirements, as may be; and follow-up, individualized responses to persons in a state by such broker-dealer, investment advisor, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, as may be, will not be made absent compliance with state broker-dealer, investment advisor, BD agent, or IA rep registration requirements, or an applicable exemption or exclusion.
Investment products and services available only to residents of AL, CA, FL, GA, IL, KY, MD, NJ, NY, NC, PA, TN, & TX.
Fee-based investment advisory services available only to residents of FL, GA, KY, MD, NC, PA, and TX.
Securities and investment advisory services offered through FSC Securities
HOW CAN FINANCIAL PLANNING HELP YOU?
Although no one plans to fail, many people fail to plan. No one would take a trip without carefully planning a route. Yet, people go from year to year without a plan for their financial futures. The purpose of financial planning is much the same as the purpose of planning a trip. The planner helps you to determine your objectives. He helps you identify, prioritize and quantify them. Otherwise, your objectives may be like a dream, lacking form and depth. Through financial planning, you will know where you want to go and the best routes to take. Your chances of reaching your destination -- financial independence -- are much better if your efforts are based on a sound plan.
WHAT DOES A FINANCIAL PLANNER DO?
The financial planner will present a plan designed to help you reach your objectives by reducing your tax burden and increasing your assets in the face of inflation. Expect no magic or get-rich-quick solutions. The plan must be implemented, maintained and reviewed periodically to succeed. The financial planner coordinates with your accountant, lawyer, banker, insurance agent, trust officer, security analyst and any other fiduciary involved with you. Your planner always represents your best interest.
*Securities and investment advisory services offered through FSC Securities
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