Financial Planners Kennesaw GA

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Thomas Tillery
Paraklete Financial, Inc.
(678) 290-3930
1230 Valley Reserve Dr. NW
Kennesaw, GA
Expertises
Investment Advice without Ongoing Management, Planning Issues for Business Owners, Charitable Giving - Trusts & Foundations, Estate & Generational Planning Issues, Insurance Related Issues, including Annuities, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®, ChFc, CLU, CRPC, MSFS, EdM

Kenneth Frenke
Kenneth Frenke & Co.
(770) 509-4835
2265 Roswell Road, Suite 100
Marietta, GA
Expertises
Ongoing Investment Management, Charitable Giving - Trusts & Foundations, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Financial Issues Between Generations, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, MS

David Hultstrom
Financial Architects, LLC
(770) 517-8160
107 Weatherstone Drive, Suite 510
Woodstock, GA
Expertises
Ongoing Investment Management, Planning Issues for Business Owners, Hourly Financial Planning Services, Tax Planning, Charitable Giving - Trusts & Foundations, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFA, CFP®, ChFc, MBA

B. Alan Gaylor
Alder Financial Group
(770) 563-8240
300 Galleria Parkway, Suite 1650
Atlanta, GA
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Planning Issues for Business Owners, Planning Concerns for Corporate Executives
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Mitchell Reiner
Capital Investment Advisors, LLC
(404) 531-0018
200 Sandy Springs Place, Suite 300
Atlanta, GA
Expertises
High Net Worth Client Needs, Retirement Plan Investment Advice, Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Estate & Generational Planning Issues, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, CFP®, CIMA

Teryl Tornroos
Evergreen Financial Planning, LLC
(678) 763-1372
123 Church Street NE, Suite 250 Denmead Building
Marietta, GA
Expertises
Helping Clients Identify & Achieve Goals, Tax Planning, College/Education Planning, Hourly Financial Planning Services, Cash Flow/Budgets/Credit Issues, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, EA

Thomas Cloud
Eleven Two Fund Management, Inc.
(770) 971-2888
3162 Johnson Ferry Road, Suite 260-27
Marietta, GA
Expertises
Retirement Plan Investment Advice, Middle Income Client Needs, Hourly Financial Planning Services, Tax Planning, Ongoing Investment Management, Investment Advice without Ongoing Management
Certifications
NAPFA Registered Financial Advisor, AAMS, CFP®, ChFc, CSA

Jon Houk
JPH Advisory Group, Inc.
(770) 859-0076
600 Galleria Parkway, Suite 1600
Atlanta, GA
Expertises
Ongoing Investment Management, Planning Concerns for Corporate Executives, Retirement Plan Investment Advice, Tax Planning, High Net Worth Client Needs, Planning Issues for Unmarried & Same-Sex Couples
Certifications
NAPFA Registered Financial Advisor, CFP®

Kevin Woods
Gratus Capital Management
(404) 961-6000
1300 Parkwood Circle, Suite 170
Atlanta, GA
Expertises
Retirement Planning & Distribution Rules, Women's Financial Planning Issues, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CFP®

Robert Atkinson Jr.
PFM Capital Management, LLC
(404) 705-4593
750 Hammond Drive, Building One
Sandy Springs, GA
Expertises
Ongoing Investment Management, Planning Concerns for Corporate Executives, High Net Worth Client Needs, Helping Clients Identify & Achieve Goals, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS

Number Crunch

Surviving a Stre$$ful Economy

By Lisa James and Allan Richter

March 2009

Our country is facing the kind of economic crisis we haven't seen since
the Great Depression, and you're probably worried about your financial security.
Learn how to protect yourself against the psychological and physical fallout.

First the housing market imploded, then the banks stumbled, then sales of cars and other durable goods fell with an ominous thud. As a result layoffs have ravaged some of the country's biggest corporate icons: 10,000 jobs lost at Boeing, 10,000 at GM, 7,200 at Caterpillar, 6,700 at Starbucks.

The federal government counted nearly 4.8 million Americans receiving unemployment benefits at the end of January, with no end in sight.

You can find the victims of an economy in free fall everywhere. Emily, 56, and Marie, 47, were both among 50 people laid off in December from the IT department of a New York electronics firm. Even as they seek career counseling at a suburban New York State Labor Department office, Emily and Marie (who asked that their last names not be used) both fear that they are overqualified in whatever is left of today's job market. As Emily puts it, "Age is against us. Our experience is against us. We understand we have to take cuts in salary." Marie adds, "We're re-learning how to interview."

The Health Toll of a
Bad Economy

55%
People age 45 and older who are concerned about being able to afford healthcare

22%
Those who have delayed seeing a practitioner

16%
Those who have cut back on preventive care

Comparisons have been drawn between the current crisis and the Great Depression - and with good reason. "We haven't seen anything of this magnitude for 70 years," says Barry Shore, PhD, professor of decision sciences at Whittemore School of Business and Economics, University of New Hampshire.

Some people are drowning in economically driven fear. One of them was Ervin Lupoe of Wilmington, California; both he and his wife, Ana, had lost their jobs at Kaiser Permanente West Los Angeles Medical Center. Police say that on the night of January 27 Lupoe shot his wife and five children before killing himself the next morning. Between the mortgage company and the IRS the Lupoes owed $17,500, with thousands more on a home equity credit line.

Such tragic stories may be rare but the effects of economic stress are not. In a 2007 survey by the American Psychological Association (APA), 74% of Ameri­cans rated work as a "significant source" of stress, with money right behind at 73%. This was before the current crisis started; it would be hard to imagine that those figures are any lower now.

Long Shadows

As grim as they are, unemployment numbers tell only part of the story. According to a survey by the American Association of Retired Persons (AARP), nearly 60% of all Americans 45 and older have lost money on their investments, including their 401(k)s, and o...

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