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                                       FIDUCIARY PROCESS MATTERS® 

Are You an Investment Steward? 

An Investment Steward is someone who has legal responsibility for managing investment decisions for entities like trusts and foundations. An Investment Steward is usually not an investment professional, but is responsible for selecting and overseeing investment professionals for the entity they serve.

How Do You Know You're Meeting Your Fiduciary Obligations?

Atlanta Wealth Management
 specializes in providing Fiduciary Education and Consulting Services for trustees of personal trusts and investment committee members of foundations to help you understand and fulfill your fiduciary responsibilities. Visit For Fiduciaries.
 
Are You an Individual Investor?
 
Fed Tightening?  Market Pullback?  Ukraine and Middle East Conflicts?  How can you still be confident you can have the retirement you want—or achieve other goals?

A new financial tool—the Retirement Zoomer™—may help.

A Retirement Zoomer™ is a complimentary introductory retirement plan that calculates the likelihood of successfully achieving your retirement goals—and shows you how you may be able to improve your probability of success. And, yours can be prepared in minutes.

A retirement plan "light," if you will, a complimentary Retirement Zoomer forgoes the in-depth goal creation, risk assessment, current investment analysis, and other features of the Retirement Lifestyle Plans our clients pay us to develop. But a Retirement Zoomer creates a meaningful preliminary plan that illustrates goal creation, what it means to be in your confidence zone, and how your plan would handle the stress of another bear market like 2007–2009. It gives you an initial look at how you might be able to improve your odds of not running out of money during retirement.

See if you can create a better plan to achieve your goals—despite today’s uncertainty. Invest ten minutes or so on the phone to complete your personalized cloud-based Retirement Zoomer. Contact David Boone for a complimentary Retirement Zoomer at 404-713-0247 or email him.
 
Not sure about completing a Retirement Zoomer? Download Can You Have the Retirement You Want? to learn more about how a Retirement Lifestyle Plan could benefit you.
 

Atlanta Wealth Management, Inc. is an independent fee-only financial planning and investment advisory firm that works with families and individuals, primarily in metro Atlanta. Learn more about our Financial Planning and Investment Management services or our Philosophy. 

 
2277 PEACHTREE ROAD NE
ATLANTA, GA  30309-1167
Phone 404 713 0247   Fax Unpublished

Atlanta Wealth Management, Inc. (AWM) is registered as an investment adviser in the State of Georgia. You must be a Georgia resident to receive advice from AWM. This web site is intended only for the dissemination of general information about AWM's investment advisory and financial planning services. It is not intended to be a solicitation or an offer of its services to non-Georgia residents. This web site does not provide personalized investment or financial advice. Form ADV Part 2, which provides more detailed information about AWM's business, services and fees, is available upon request.
 
The information contained on this web site has been obtained from sources believed to be reliable, but AWM does not guarantee the accuracy, completeness or relevance of any information contained herein, including that provided by any unaffiliated third party, whether linked to AWM's web site or incorporated herein. By providing links to other sites, AWM does not guarantee, approve or endorse the information or products available at those sites nor does a link indicate any association with or endorsement by the linked site to AWM. Past performance is no guarantee of future results.
 
Fiduciary Process Matters® is a registered U.S. trademark of Atlanta Wealth Management, Inc.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
 
The AIFA® trademark is registered with the U.S. Patent and Trademark Office under the Center for Fiduciary Studies, a division of Fiduciary360.

Zoomer™ is a trademark of PIEtech Inc
.


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