Planner Consultant, LLC provides virtual financial planning, paraplanning, and business consulting to fee-only financial planners.

The Georgia Association of Enrolled Agents is a professional non-profit membership organization dedicated to representing, promoting and enhancing the Enrolled Agent profession. Enrolled Agents are unique as the only group of tax practitioners required to maintain credentials through continuing education which is reported directly to the Internal Revenue Service.Enrolled Agents are equipped to handle the most complex tax returns for individuals, partnerships, corporations and LLCs, and are nationally enrolled to represent taxpayers before all administrative levels of the Internal Revenue Service.But Enrolled Agents provide much more than just tax preparation. Foremost, they are tax specialists on your side for audits and tax problems. Many provide tax planning, well before the tax return is to be filed. Some provide guidance for new business startups and business consulting.

About the Financial Planning Association:Our association champions the value of the financial planning process and advances the financial planning profession. FPA of Georgia seeks to:Foster competent, committed and ethical members.Provide educational and relationship-building opportunities to assist members in achieving personal and professional growth.Advance brand awareness for professional financial planners.Help people recognize the value of the financial planning process.

About the Financial Planning Association:Our association champions the value of the financial planning process and advances the financial planning profession. FPA of Georgia seeks to:Foster competent, committed and ethical members.Provide educational and relationship-building opportunities to assist members in achieving personal and professional growth.Advance brand awareness for professional financial planners.Help people recognize the value of the financial planning process.The NextGen Initiative:“To ensure the transference of wisdom, tradition and integrity, from the pioneers of financial planning to the next generation of our profession.”“NexGen is intended to be a community of the next generation of financial planners.”NexGen strives to provide members with a network that serves to:Support, advise and encourage one another in our professional advancementPromote, foster and direct programs that aid in knowledge transferenceExplore issues common to younger planners and seek means of accentuating the positives and finding resolutions for the negatives

Virtual Financial Planning services for the DIY crowd, and blogger on all things relating to lifestyle, budgeting, travel, personal finance, and women's finance.

We work with individuals, families, and business owners who desire to grow and protect wealth through customized financial plans and investment portfolios. Wealth 360, LLC is a fee-only Financial Planning and Investment Management Firm. Our focus is not selling products but offering our clients sound advice in line with their financial goals, financial dreams, and financial desires for life.

Play a vital role in helping individuals, families and businesses realize their financial dreams by providing a diverse portfolio of financial products to help meet short and long term goals. Work with new and current clients to help them reach their protection, savings and retirement goals by using proven financial strategies.

Responsible for the development and performance of all sales activities in my assigned market. Staffed and directed a sales team and provided leadership towards the achievement of maximum profitability and growth in line with company vision and values. Established plans and strategies to expand the customer base in the marketing area and contributed to the development of training and educational programs for clients and financial representatives. Demonstrated sales ability by excelling as the district's top sales manager, leading in policy count and premiums submitted by increasing team production by 51% from the previous year.

Exceled at meeting and surpassing company goals. Offered guidance and solutions to help clients meet financial goals and objectives. Provided assistance in the areas of: Risk management, Asset accumulation, and Wealth building.