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Insights

Deep dive into the topics we cover with clients when navigating their journey to financial independence and beyond.

Is a Financial Advisor Worth It? How Paying for Great Advice Pays Off
Taxes, Financial Planning, Investments, AUM vs Flat Fee

Is a Financial Advisor Worth It? How Paying for Great Advice Pays Off

Introduction: Is a Financial Advisor Worth It?

If you're a high-income earner, business owner, or someone with complex financial needs, you've probably asked:

  • All
  • Taxes
  • Q&A
  • RSU
  • Estate Planning
  • Financial Planning
  • Investments
  • Retirement
  • AUM vs Flat Fee

Treasury ETF tax reporting infographic for state tax savings
Taxes, Investments, Altruist, Schwab, ETF Taxes

The Hidden Tax Trap in Treasury ETFs (And How to Avoid It)

Why your “safe” ETF might be costing you more in state taxes than you think

Proud Member of the Financial Planning Association® (FPA®)
Proud Member of the XY Planning Network
NAPFA
Proud Member of the Fee-Only Network
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White glove financial planning and tax filing services operating out of Decatur, GA.
Serving clients in Atlanta, Buckhead, Morningside, surrounding metro areas & virtually around the world.

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