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Johns Creek Financial Planners

Johns Creek financial planners play an important role in the wealth management, investment management and retirement planning of individuals within the Georgia community. Georgia financial planners offer a wide variety of services to Johns Creek families and individuals looking to reach their long-term goals and secure a comfortable retirement. Johns Creek residents can choose from financial planners at a number of firms, ranging from national companies with teams of reputable advisors to small, intimate firms that offer personalized service. Researching Johns Creek firms online can help you find the perfect fit for your needs.

Financial Planning Basics

The financial services you need can depend on your income, age, assets and long-term goals. When you are young and just starting your career, your needs will be different than when you are nearing retirement. When you are in your 20s and 30s, you are probably thinking about buying a Georgia home, building your savings and perhaps even starting a family. A Johns Creek financial planner can help you develop a budget that takes all these factors into consideration while allowing you to pay off student loans and start your retirement savings. When you begin to near retirement age, your Johns Creek financial planner can help you set up distributions and manage your assets so your investments continue to perform for you.

One of the first accounts you will likely open when you are starting your career is a 401k plan. If your company does not offer 401k, you can open an IRA. If you work for a nonprofit or government organization, you can open a 403b. All of these accounts allow you to contribute up to a certain amount annually on a tax-deferred basis, meaning your contributions are not taxed until you withdraw them at retirement, usually when you have a smaller income. If you expect that your income will be greater when you retire, you can choose a Roth IRA and have your contributions taxed as you contribute. Your Johns Creek financial advisor can help you determine which account is best for you.

Once you have starting your retirement plans, paid off any debt you might have and created an emergency savings account at a local GA bank or credit union, your Johns Creek financial planner can help you create a more advanced portfolio. If you are in your 20s or 30s, your portfolio can be a little more aggressive with stocks and other moderately risky investments that have the potential to yield higher returns. If you are in the market for the long haul, the natural dips and spikes are less likely to affect you than if you need to cash your stock in a few years. As you get older, Johns Creek financial planners can help you shift your investment mix to include more securities with steady returns, low risk and high liquidity. No matter what your age, however, good financial planners will ensure that your portfolio is well diversified with a variety of securities, including stocks, bonds, Treasury bills and mutual funds.

Choosing a Personal Finance Advisor

Before choosing a personal finance planner in Georgia, doing some online research on planners in the Johns Creek area can help you investigate your full range of options. You should first ensure that all Johns Creek financial planners you consider are certified CFPs. This accreditation will give you some peace of mind that your advisor is licensed in GA and takes regular classes in different areas of personal finance to keep his or her credentials. You should also look for a clause indicating a fiduciary commitment in your advisor's contract, meaning your Johns Creek financial planner has pledged to put your best interests first in all his or her management choices.

Once you have narrowed your list of GA personal finance planners to only the most trustworthy in Johns Creek, you need to consider what kind of firm is best for you. A large firm is likely to provide a team of planners who might have different experiences, perspectives or specialties that can be valuable to you. On the other hand, if you want a personalized experience with one advisor who knows you well and understands your long-term goals, you might want to research smaller firms.

Researching Johns Creek financial planners online can give you great insight into each firm's reputation, track record and strategy style through candid reviews and references. You can also get an idea of each firm's strengths, whether it's risk management, estate planning or retirement planning. No matter what kind of advisor your choose or services you seek, working with a Johns Creek financial planner ensures that you have a certified professional on your side to help you make smart investment decisions that can help you achieve your long-term goals.

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Financial Planners in Johns Creek

Sam Evans MBA, CFA
Sam Evans MBA, CFA
6340 Sugarloaf Parkway
Suite 200
Duluth, GA 30097

Andrew Band
Andrew Band
1960 Satellite Boulevard Suite 3500
Suite 1735
Duluth, GA 30097

Andrew Band
Andrew Band
3460 Preston Ridge Rd
Suite 500
Alpharetta, GA 30005

David Fountain, CFP
David Fountain, CFP
407 East Maple Street, Suite 303
Cumming, GA 30040

Kevin Garrett, AWMA, CFS
Kevin Garrett, AWMA, CFS
200 Ashford Center North
Suite 400
Atlanta, GA 30338

Widmark Cano
Widmark Cano
3355 Lenox Rd, Suite 950
Atlanta, GA 30326

Bruce Alden
Bruce Alden
3051 Akers Mill Rd
Suite 110
Atlanta, GA 30339

Cory Archibald
Cory Archibald
100 Hartsfield Centre Parkway
Suite 650
Atlanta, GA 30354

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