A goal without a plan is just
a wish.
What We Do
Put simply, we simplify the complicated.​
Making a financial plan can really make all the difference in what the next few decades look like. So why don't people do it more?​
Because it can be confusing and stressful.
​What if you could work with a financial planner that makes it alllll a little easier? No matter where you are in your financial plans, we can provide some suggestions and ideas on what else to consider.
​Want to talk? We'd love to.
Looking for our classes?
Click here to get to our most up-to-date listing of classes and on-demand seminars.
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.
770-281-9390
Address:
2350 Prince Ave, Suite 11
Athens, GA 30606
The information on this website is provided as information only and should not be considered investment, tax or legal advice or a recommendation to buy or sell any type of investments. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by our firm unless a client service agreement is in place. Form ADV and Form CRS contain important information about the advisory services, fees, business, background, and experience of advisory personnel. Form ADV is publicly available and may be viewed here. Form CRS is publicly available and may be viewed here.
Advisory services offered through Cypress Wealth Services, a registered investment adviser. Insurance products offered through Wealth Academy of Georgia. Cypress Wealth Services and Wealth Academy of Georgia are not affiliated entities.
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*Wealth Academy of Georgia does not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.
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The views and opinions expressed in this blog are those of the authors and do not necessarily reflect the official policy or position of any other agency, organization, employer or company. Assumptions made in the analysis are not reflective of the position of any entity other than the author(s) – and, since we are critically-thinking human beings, these views are always subject to change, revision, and rethinking at any time.
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©2019 by Wealth Academy of Georgia.