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Every year, millions of consumers hold off on making an important financial decision because they find it confusing, frustrating and overwhelming.**

​We want to change all that. 

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Learn

Our fun, educational events lets you learn about how financial products work, without the concern that you are being SOLD anything. 
Here are some of the questions that we get asked most often:

- My 401(k) took a hit when the markets tanked.  What are my options now?
- How can I guarantee my income will last my entire retirement?
- I love my Roth IRA, but wish I could put more money into it.  Any ideas?
- I probably need some life insurance, but I need to have a plan for myself as I get older.  Which one should I buy first?

We help answer these questions (and more!) in our classes, events and webinars.  Check out the events tab for what's coming up next, or call our office for a one-on-one session.  We're glad to help!

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Protect

You've worked hard to get where you are today --- putting smart protection strategies in place can make all the difference in hitting your goals.  

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Sometimes clients feel resigned to whole "one step forward, two steps back" idea with their assets.  Don't settle for sliding backwards in your plan! You can protect yourself, your assets, your family and even your future earning potential with key strategies -- and we can help.

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Call, e-mail or text for a time to visit with our professionals.

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Grow

You've got big goals -- we want to help you get there.  

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If you'd like to look at ways to potentially grow your assets, while limiting your downside risk, then you need to check out our Retirement 101 classes.  It's a powerful place to start!

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Smart growth plans take into consideration taxes and how they will affect you.*  After all, most people don't intend to pass quite so much to Uncle Sam!  Learn more about growth strategies that also help protect your assets and get them to your intended beneficiaries.

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Want to know more?  Check out our events tab or call our office for a one-on-one session.  

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770-281-9390

Address:
Beechwood Shopping Center

196 Alps Rd

Athens, GA 30606

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(We work out of the Runway Coworking space.)

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. 

 

Advisory services offered through Insight Folios, Inc., a registered investment adviser.  Insurance products offered through Wealth Academy of Georgia, LLC. Insight Folios, Inc.  and Wealth Academy of Georgia, LLC are not affiliated entities.

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*Wealth Academy of Georgia, LLC 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. 

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