Your Dreams Matter
The team at One Atlanta Wealth Group, LLC truly cares about making our clients’ dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams.
The One Atlanta Wealth Group, LLC Process
We offer services in these areas:
We help our clients create and manage multiple streams of income through pensions, equities, real estate, 401(k) rollovers and fixed income.
We help our clients protect their hard-earned assets from creditors, predators
and lawsuits. We also help them prepare for the possibility of nursing care and other long-term care needs.
We help our clients understand unnecessary taxes on income and at death.
Wills & Trusts
In recent years, state laws have changed traditional estate planning into a more complex strategy than simple trusts for protecting your family legacy. Now, more than ever, you can help reduce estate taxes, while building a growing estate for your children and your children’s children. We can help you properly execute an estate strategy that will help you protect the assets you’ve worked so hard to create, so you can leave a legacy for the people and causes you care about most.
We can also refer you to professionals who provide the following services:
Rather Meet One-on-One?
Schedule a visit with our team to create your financial strategy today.