Chip Graddy, Cfp® Email & Phone Number

Financial planning can seem like a daunting task. With the many interrelated components that need to be thoughtfully and strategically coordinated, busy professionals and business owners need to be able to rely on their advisor to steer them in the right direction. With every client, my goal is to become that trusted advisor through building a meaningful and long lasting relationship. I enjoy working with professionals who are looking to lead a more meaningful life, and who are open-minded and willing to make the necessary changes to reach their financial goals. I believe that by using our four-step planning process I am able to identify unique goals and objectives, and assist clients in making sound financial decisions using customized strategies and solutions. My goal is that you, as a client, understand the opportunities and potential rewards available when you take a proactive approach to your personal financial planning. I believe in telling the plain, unvarnished truth and am dedicated to helping clients plan and organize their life, which enables them to realize their personal, professional, and financial dreams. Specialties: • Wealth planning • Creation and growth of wealth • Preservation, protection & distribution of wealth • tax-efficient strategies • Risk mitigation through the use of life, disability, and long term care insurance To learn more, please visit my website: www.chipgraddy.com or give me a call at 770-771-0602.

Listed skills include Finance, Wealth Management, Management, Investments, and 10 others.