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Through partnering with experienced money managers, we can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

We have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.


Brandon Akers

Financial Advisor

(770) 828-4764

Viewing money as a resource to be handled as "stewards" rather than something only to be "used" is Brandon's driving force. His goal is to work with each person to create a plan to save, invest, spend and give in line with their values.

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