One Atlanta Wealth Advisors is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, protect, and help conserve our clients' wealth by delivering a high level of personalized service and expertise.

We believe in providing some of the most comprehensive and personal services available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.

More than two-thirds of Americans have less than $1,000 dollars to their name.The new year is the perfect time to start saving more money. Financial professional Scott Miller talked with WGCL- CBS46 about 5 ways to save more this year and encourages you to fill out this budget worksheet to help you stay on task!

  1. Set Clear Goals
  2. Be Prepared
  3. Be Accountable
  4. Be Realistic
  5. Don’t Give Up

Here are some questions that we would like to help you answer:

  • Is deferring tax on retirement accounts the wisest choice?
  • Is a fifteen-year mortgage better than a thirty-year mortgage?
  • Why can't a person with high income participate in an individual Roth IRA?
  • What is more important – a good offensive strategy or a good defensive strategy?
  • Is there an insurance product that preserves principle while making a high enough return to offset inflation and tax cost?
  • Is it better to own assets or just control them?
  • Do some people know how to pass unlimited wealth estate tax-free?
  • Does the stock market really work for the average investor?
  • Are you prepared for a smooth transition of your assets and business to the next generation?
  • Are financial institutions making more profit off you than they deserve?

Our company is based on the principle that education and understanding of one’s current financial situation is vital to successfully make prudent decisions concerning one’s future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us. We look forward to hearing from you.

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