Preformed multiple functions in regard to client action items including account transfers, Roth conversions, required minimum distributions, account openings, account closures, withdrawals and deposits. Scheduled new client meetings and served as first point of contact for potential clients. Researched and collected data as needed for Senior Wealth Manager and Chief Investment Officer.

FREEDOM WEALTH PARTNERS, INC. is a company based out of 1690 Stone Village Lane, Kennesaw, Georgia, United States.

Goodwin Investment Advisory is a client-focused firm located in Woodstock, GA. Tim, Joe, and Justin are CERTIFIED FINANCIAL PLANNER™️ professionals, fee-only, independent, objective, and act as fiduciaries. We are only paid by our clients and this ensures that we are always on the same side of the table as they are. Plus, our advisors invest in the exact same things as our clients with their own personal money. Our firm seeks to assist you with managing your investments and everything else that impacts your wealth accumulation and helps you to reach your personal goals. GIA provides guidance and confidence in your financial plan from a team your family can trust. Because we care deeply about our clients' quality of life, we work as a unique ability team to help guide you to live a more fulfilled life. Our vision is to see your family empowered with the confidence that your legacy will last for generations. At the end of the day, time is your most valuable asset, we aim to allow you to spend more time the way you want. Partnering with you by taking responsibility for your investment management allows you to have more time and ensures that your goals and finances are integrated together. We have learned over time that money does not make people happy but it does allow you to do the things you love and to create memories for your family and the people you love. Accomplishing these types of goals can only be done with planning and discipline. *We come highly recommended by our clients (5-star google and yelp reviews) plus, voted #1 by around Woodstock for 4 years, and we are endorsed by Dave Ramsey and Smartvestor Pro. Reach out and set up an intro call by clicking on our link to our website if you are interested to see how our team can benefit you!

For decades, Summit Legacy, LLC has been listening to clients and developing insurance and estate planning solutions customized to their unique and changing needs. *Securities are offered through Lion Street Financial, LLC(512.776.8400). member FINRA, SIPC. Lion Street Financial, LLC is not affiliated and does not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries only in state(s) that are properly registered and/or licensed. Your connection to this LinkedIn profile dies not necessarily indicate that this Financial Professional can transact business in your state.

A unique financial services company that believes a purposed life stems from the root of financial confidence. Allow us to join your journey to help you discover and run towards what makes your life meaningful in your current and future seasons of life. *Securities offered through Avantax Investment Services℠, Member FINRA, SIPC (www.finra.org, www.sipc.org). Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency. Please visit www.avantaxwealthmanagement.com/social_policy for more information.

We serve professional organizations, small business and select individuals who have faith in us, and value our knowledge and experience. We believe customized asset allocation coupled with appropriate investment vehicles is the key to managing wealth. Securities and investment advisory services offered through FSC Securities Corporation, (FSC). Member FINRA/SIPC, and a registered investment advisor. FSC, is separately owned and other entities and/or marketing names, products or services referenced here are independent of FSC. Browne, Draper and Land Financial Concepts is not affiliated with FSC Securities Corporation or registered as a broker-dealer or investment advisor.

KRAUSE WEALTH MANAGEMENT GROUP, INC is a financial services company based out of 1690 STONE VILLAGE LN, KENNESAW, Georgia, United States.

I work with employers who have anywhere from 2 to 500 employees to develope winning benefit strategies for their company. We impliment health, life, disability, dental and vision insurance with the goal of saving the employer and employee money while still improving their benefits package. We also give our clients a resource tool that less than 1% of brokers in Georgia have access to. This tool will help alleviate your HR load, keep your business compliant and boost employee moral. To find out more, please contact me at 770-966-1122.

We are more than your average investor. We are always up for an adventure, and our investment extends beyond capital transfer. We want to be a discussion partner that aligns growth with progress and a team player that can discover possibilities beyond risk. We want to utilize our industry knowledge and experience to help you build services and products that can make the world a better place