Our financial planning process is a thorough, yet simple way for you to take the first step toward reaching your financial goals. Throughout our process, we can help develop customized financial strategies that can turn your goals into reality.
- We identify the values and beliefs most important to you and your family.
- We establish a clear set of short & long-term financial goals based on your values & beliefs.
- Together, with your tax, legal and other professional advisors, we compare financial alternatives and develop recommendations that work towards achieving your financial goals.
A well rounded financial plan examines your total financial picture: your current financial position, risk management, investment planning, retirement planning, tax planning, and estate planning. Your most valuable asset is time. The sooner you begin to plan for your financial future, the better your chances of achieving your goals.
Some of our Financial Services include the following, but not limited to:
- 403B Retirement Plans
- Asset Protection
- Bank CDs and Indexed CDs
- Charitable Giving
- College Funding
- Estate Planning Services
- Fixed Indexed Annuities
- Guaranteed Income
- IRA & 401(K) Assets and Planning
- IRA, 401(K) and 401(K) Rollovers
- Lifetime Income Planning
- Managed Money
- Retirement Income Planning
- Safe Money Options
- Simple and SEP IRAs
- Social Security
- Wills, Trusts, Estates
Phone (678) 738.7000
Investment advisory services offered through Virtue Capitol Management, a SEC-Registered Investment Advisor. Virtue Capitol Management does not provide legal or tax advice. Investment Advisor Representatives of Virtue Capitol Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Synergy Wealth Management. Securities transactions for Virtue Capitol Management clients are placed through Trust Company of America, TD Ameritrade and Jefferson National Life Insurance Com