A goal without a plan is just a wish.
What We Do
If making a plan has always been stressful, we can help! The core of our firm centers around financial education, helping simplify and streamline what can, admittedly, be a little complex.
We teach educational classes on a variety of topics, including Social Security, IRAs, Roth IRAs, Life Insurance, Estate Planning, and Retirement Planning.
No matter where you are in the process, we can help create a plan for you.
Check out our "events" tab for more information on how to enroll!
Wealth Academy of Georgia is a proud member of COFE, the Council for Financial Educators. COFE is an IRS-approved 501(c)(3) focused on providing the public with the knowledge to confidently navigate the ever-changing retirement landscape.
See COFE-edu.org for more information.