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                                       FIDUCIARY PROCESS MATTERS® 

Sequestration?   Falling Bond Prices?   Eurozone Recession?

In today’s uncertain financial world, how can you still be confident you can have the retirement you want—or achieve your other financial 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, it can be prepared very quickly.

To conserve your valuable time, 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 severe bear market like 2007–2009. It gives you an initial look at how you might be able to improve your probability of not running out of money during retirement.

See if you can create a better plan to achieve your life goals—despite today’s uncertainty. Invest ten minutes or so on the phone for a personalized walk through our cloud-based Retirement Zoomer. Contact David Boone for a complimentary Retirement Zoomer at 404-713-0247 or email him.
 
Not ready to complete a complimentary Retirement Zoomer yet? 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.

Are You a Fiduciary? Atlanta Wealth Management provides Fiduciary Education and Consulting Services for trustees of personal trusts and investment committee members of foundations to help you understand and fulfill your investment fiduciary obligations. Visit For Fiduciaries.

 
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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.
 
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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.
 
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Zoomer™ is a trademark of PIEtech Inc..
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