Johns Creek Financial
Partnership - Johns Creek, Georgia, United States
Johns Creek Financial Employees
Johns Creek Financial Details
We are a Financial Planning and Wealth Management practice in the North Atlanta Metro area. If you have a busy life or need help organizing your assets and other financial needs – that's our specialty. We take pride in the ease of doing business, providing independent products with ongoing guidance, and offering face-to-face and virtual meetings via WebEx®. Our financial planning software allows you to follow your portfolio and financial plan 24/7. Our clients consist primarily of successful business owners, their families, and individuals preparing to retire. We'll help you answer the big questions, such as:What is a realistic retirement age? How much net worth is enough and will I run out of assets?How do I protect what I've earned?What are the best choices for my employer's retirement program? How much will college realistically cost?How and when should I exercise my stock options?How do I get income from my assets?How do I efficiently transfer wealth to my kids or charity?Feel free to contact mike@johnscreekfinancial.com to casually chat about what direction you would like to take and what's most important to your long-term success.Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. (www.finra.org (www.finra.org)) (www.sipc.org (www.sipc.org)) Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Johns Creek Financial is not affiliated with Kestra IS or Kestra AS. Kestra AS, Kestra IS, and Johns Creek Financial do not provide tax or legal advice.This information is published for United States residents only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of states and jurisdictions in which they are properly registered. Therefore, a response to an information request may be delayed. Not all products and services referenced are available in every state and through every listed representative or advisor. For additional information, please contact the Kestra Compliance Department at 737-443-2582
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