Financial Planning

Our Services

Our financial advice is individually tailored and depends on you and your planning needs. During our introductory meeting we will identify the topics you would like to discuss and the specific tasks you would like to accomplish. After an initial review of your circumstances, a work plan and fee range will be provided.

Financial Planning Services:

Financial Plans – Examine your specific financial issues, personal values and qualify goals through an individualized plan. Our plans includes a portfolio review and design, needs analysis for specific goals, retirement needs analysis, and implementation strategies. Alternative scenarios will be presented illustrating the impact of different retirement ages, spending levels or portfolio returns. ($500 – $5,000)
Divorce/Property Settlement – Analyze assets for property division and cash flow, advise on retirement plans and pensions, advocate for a fair settlement, portfolio planning and retirement plan consultation and other advice as needed. ($1,500 – $5,000)
Hourly Consultation – ($120 per hour)

Getting Started

If you are ready to get started, please contact us or call (404) 429-8182 to schedule an appointment.

Disclaimer: This website is a way to provide our clients and friends of the firm with general information; it is not intended to provide specific details for your particular needs nor tax or legal.

PS Worth financial services may only transact business in your state if it is either (1) registered in your state or (2) excluded or exempted from investment adviser registration in your state. We encourage you to locate a financial planner in your area to consult with. Two national organizations will provide names of qualified professionals for you to interview: National Association of Personal Financial Advisors (800-366-2732) and the Financial Planning Association (800-282-7526).

Follow-up, individualized responses to e-mail requests that involve the rendering of personalized investment advice for compensation will not be made absent compliance with state investment adviser registration requirements, or an applicable exemption or exclusion. We believe financial and investment advice is best delivered after personal contact with our clients. The information in the website is not intended as the primary basis for investment decisions and should not be construed as advice meeting the particular investment needs of any investor. All references that might be made to an investment, index, portfolio’s performance are based on historical data and one should not assume this performance will continue in the future.