Affluent Planning is a team of highly trained and experienced professionals with different kinds of finance and legal experience. We provide a process for on-going planning with regular check-ins, reviews, and progress reports. We all have a common commitment to ethics and integrity. Everyone is licensed and credentialed and you can count on all of us to provide you with a world class customer experience.
We help he people we serve get the best financial plan ever developed in Western civilization with no exceptions. We take the guesswork out and bring peace of mind planning to the table. Call us for a free report on our time tested, results proven planning.
As company CEO, I personally thank you for your interest in what we do, and the value we bring to the marketplace. I am an 18 year veteran in the financial services sector. I engage in public discourses for various groups and organizations. I am a writer and newspaper columnist for subjects on financial matters. I play golf as often as my schedule permits, and I am a decent cook, too. My wife Janet and I live in Conyers Georgia and are the proud parents of three adult children.
We look forward to connecting with you.
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