Services and benefits we offer

growth, retirement, and estate financial planning (included in management fee)

A personal financial plan can cover

  • Social security options
  • Retirement income projections
  • Diversifying income sources in retirement
  • Retirement planning
  • Roth conversion strategies
  • Estate planning

  • Tax planning

  • Budgeting

professional asset management

  • institutional guidance through our investment committee
  • broad diversification of low-cost funds
  • multiple investment strategies with varying levels of risk

guidance on generosity – now and ongoing

  • help structure giving plans that fit your situation and goals
  • assistance with giving opportunities, and how to find charities that are good stewards
  • help to create a DAF (Donor Advised Fund) with benefits for you and your chosen charities

guidance on real estate investing

  • when to purchase a new home
  • when to sell
  • purchasing a rental property
  • downsizing
  • relocation based on your retirement goals

guidance during life transitions

  • job change / retirement
  • marriage / divorce / loss of spouse
  • birth of child

  • becoming empty nesters

  • loss of parent(s) and managing an inheritance

401k, 403b, 457 Advantage

We can advise on employer-sponsored retirement plans and we can manage your employer sponsored accounts.

tax advantaged strategies

  • Tax planning and we can work together with your trusted CPA

  • Guidance on federal and state tax-saving opportunities
  • Information on Health Savings Accounts

  • Tax Credits – two that we discuss in Georgia are GA Heart program and Student Scholarship Organizations These are both programs that provide GA tax payers with a tax credit for supporting rural hospitals and K-12 schools.

  • State and Local Tax (SALT) cap work around see HB149

fun client benefits

(we love showing our clients that “we care more”)

  • Invited to the GIA annual celebration

  • Smaller gatherings at the office (example: “Sip and Paint”)

  • Christmas event (Photos with Santa)
  • Reeves house event in Woodstock, GA
  • Free birthday book of your choice from our updated list mailed to your house each year
  • Incentive of $100 for putting a copy of your will in the gMoney vault.

Disclosure:
The list of services and benefits are provided as a general guide, and may not be applicable to each individual client’s situation. GIA does not receive compensation for mentioning the companies, trusted partners & external resources above. All investment carries risk, and GIA cannot guarantee results or growth. GIA may comment on tax topics in general terms, but you should consult with your CPA to determine your specific tax situation.