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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

Making Sense of U.S. Household Net Worth

Making Sense of U.S. Household Net Worth

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

Planning for the Expected

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

What Do Your Taxes Pay For?

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

 

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

Crowdfunding—Capital for the 21st Century

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

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

U.S. Personal Savings Rate

What can be learned from the savings rate?

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.

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What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Comparing Investments

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

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Should I Pay Off Debt or Invest?

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

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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Investment Strategies for Retirement

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

Managing Your Lifestyle

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

Principles of Preserving Wealth

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

5 Smart Investing Principles

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

Long-Term-Care Protection Strategies

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

5 Smart Investing Strategies

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

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The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

The Facts About Income Tax

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

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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