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

Choosing a Retirement Plan that Fits Your Business

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Split Annuity Strategy

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

The Other Sure Thing

The Other Sure Thing

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

 

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

View all articles arrow

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Disability Income

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

View all calculators arrow

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Investment Strategies for Retirement

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

Retirement Plan Distributions

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

Long-Term-Care Protection Strategies

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

Protecting Those Who Matter Most

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

View all presentations arrow

The Other Sure Thing

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

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

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?”

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

View all videos arrow