We specialize in what we call "Irreplaceable Capital". I help you address, plan, manage and monitor all the key issues of receiving a large lump sum.

Who is our typical client when we say we specialize in irreplaceable capital? In every case you are someone who is receiving or has received a large lump sum related to retirement, an inheritance, or possibly a divorce. You realize that there are many issues to consider. Whether it is the most appropriate investment strategy for you, tax implications, income ideas, insurance and estate issues or possibly health events, you understand that people who plan statistically can do better than peopl...

Who is our typical client when we say we specialize in irreplaceable capital? In every case you are someone who is receiving or has received a large lump sum related to retirement, an inheritance, or possibly a divorce. You realize that there are many issues to consider. Whether it is the most appropriate investment strategy for you, tax implications, income ideas, insurance and estate issues or possibly health events, you understand that people who plan statistically can do better than people who roll the dice. You want someone who will work with you through all of the potential issues, options and possible solutions in a consultative fashion without the feeling of a salesperson pushing products on you. Located in Cumming, GA., we provide financial planning services and advisor services to individuals and families throughout Georgia, including the communities of Dahlonega, Dawsonville, Cherokee, Suwanee, Buford, Gwinnett, Atlanta, Roswell, Alpharetta and Norcross and currently states such as Florida, North Carolina, Alabama and New Jersey. As a CERTIFIED FINANCIAL PLANNER™ professional and more than 12 years of financial advisor and investment management experience, families throughout Georgia have come to rely on Roy's comprehensive wealth management knowledge, integrity and attention to detail in helping them plan the financial future. The CERTIFIED FINANCIAL PLANNER™ designation means that Roy made a professional commitment to always act in your best interest.