How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Advisors

Burt Banks

Burt Banks

CFP®, ChFC®, CLU®, APMA®

Private Wealth Advisor

Chartered Financial Consultant®
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Team

Phina Thomas

Phina Thomas

Financial Planning Specialist,

Operations Specialist

Qualifications

  • Georgia State University BS Finance
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Michelle Breig

Michelle Breig

Office Manager

Nancy Piper

Client Service Specialist