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A goal without a plan is just a wish.

 
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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!

 
 
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Financial Education

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.