What is your vision, and how do you plan to achieve it? Allow us to help you better define your goals and develop a clear roadmap to help you get there.
The financial planning process, that I utilize, is an independent and unbiased assessment of your financial condition that is the starting point to charting a course to assist you in reaching your best financial version of self. I will listen to your concerns and act as a resource in addition to your attorney, accountant and other professional advisors, to help develop a financial plan for you.
I provide total financial needs analysis through a network of experienced professionals with expertise in:
– Advisory Services
– Retirement analysis and programs
– Wealth Management
– Estate strategies
– Employee Benefit and Retention services
– Employer Retirement Plan Management
– Business continuation strategies
– Trust services
Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals.
Personal Financial Planning
“What is your vision, and how do you plan to achieve it? Allow us to help you better define your goals and develop a clear roadmap to help you get there.”
Business Transition Planning
“You have worked much too hard to leave the fate of your business to chance. It’s never too early to start planning for your successful business transition”.
“Risk management lies at the foundation of any solid financial strategy. Our specialists can help assess your exposure and provide suitable solutions.”
“Those who know what they own fare better than those who don’t. See your complete financial picture and take control of your financial future.”
firstname.lastname@example.org | 770.353.0469(o) 678.464.6291 (m) | calendly.com/troryjenkins-15min
Firm website: www.thepiedmontgroupofatlanta.com
Personal website: www.financialguide.com/trory-jenkins
Advisor website: http://www.investopedia.com/advisor-network/advisors/54440/trory-jenkins/