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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

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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

A Look at Whole Life Insurance

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

The Real Cost of a Vacation Home

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

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.

 

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

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What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

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Long-Term-Care Protection Strategies

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

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.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

The Business Cycle

How will you weather the ups and downs of the business cycle?

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

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?

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