Broker Check

1755 North Brown Rd. - Suite 200 - Lawrenceville, GA 30043 - 770-338-7167

"Proudly Serving The Greater Atlanta Area"

The Cost of Procrastination Acres of Diamonds Inflation and Your Portfolio The Real Cost of a Vacation Home

Congratulations to our GenExpo 2017 Drawing Winners! 

     Thank you to everyone who participated! 

3 GRAND PRIZE Gift Card Winners
1. Victoria Cellino - $100 Frankie's The Steakhouse
2. Steven Sordacki - $100 Luciano's Italiano Restaurant
3. Katherine Hamilton - $100 Pappadeaux

20 Autographed "Wise Money" by Daniel Wildermuth books
1. William Bonds, Jr.
2. Jimmy Stapleton
3. Sal Jimenski
4. Valerie Wolinsky
5. Michael Mopps
6. Tonya Washington
7. Jack Montgomery
8. Terrence Brown
9. Spencer Szisniak
10. Frank Gittiano
11. Brittany Carpenter
12. Phil & Rhonda Murphy
13. BethAnne Sizemore
14. Sandi Carter
15. J.M. Langley
16. Patti Bennett
17. Judith Barre
18. Gerald Kaplan
19. Shantice Patterson
20. Cheryl Parker

Our Process/Our Methodology

Our Commitment to You Begins with Kalos

Click Here to Learn More

The question isn’t will stock markets go down; it’s when will they go down, and what will you do about it?

We believe that individual investors are poorly served by simplistic investment strategies that are prone to volatility and possible interruptions to income generation. Our experience and rigorous research suggests that the same strategies used by large institutions can be replicated successfully for individuals seeking to balance growth and risk in uncertain markets.

We don’t rely on luck or chase unrealistic performance expectations; instead, we rely on a disciplined strategy that is designed for a dramatically different economic and financial world.

Our investment methodology is based on the Endowment Model used by major educational institutions and other sophisticated institutional investors who are seeking to increase performance while reducing the effects of turbulent markets. No one can successfully predict markets or completely avoid risk; instead, we use complex models, advanced risk management techniques, and nontraditional investing principles to pursue success in all market environments.

Our approach to retirement planning is anchored on four pillars that cover your entire financial picture:

  • Investment strategies that reduce risk and create stable income.
  • Tax minimization and efficient income distribution strategies.
  • Asset protection and personal risk reduction.
  • Estate and legacy planning to pass your hard-earned wealth to future generations.
  • Our goal is to leave no question unasked and no financial issue unexplored when helping you develop strategies for a comfortable future.

Helpful Content

Inflation and Your Portfolio

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Protecting Your Business from the Loss of a Key Person

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Crowdfunding—Capital for the 21st Century

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

 

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

View all articles arrow

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

View all calculators arrow

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

View all presentations arrow

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

View all videos arrow