We assist the families we serve in achieving the goal of an enjoyable retirement by integrating all areas of planning including financial, insurance, tax and legal strategies.
Many people think of retirement as a destination, as though they’re planning a trip to a specific location. And it may very well include travel, if that’s in your plans. But really, like life, retirement is a journey, and it may be a long one. You may have as many years in retirement as you spent working. Be sure you’re prepared for anything. At Georgia Wealth Advisors, LLC, we help you plan that journey. Our goal is to drive you toward a retirement income with minimal risk.Watch Our Video
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What We Do
Money represents more than the paper it’s printed on. It is the embodiment of your time, your talents and your commitments. It buys the food you eat, the house you sleep in and the clothes you wear.
Listen to The Retirement Doctor on WDUN AM550 102.9FM. Tune in to the show, Financially Tuned, on Sunday’s at 12:30 p.m. to hear us talk live about strategies for a tax free retirement!
Listen to a Clip
The Best Routes to Retirement
Prescription for a Happy Retirement
Ever wished you had an easy-to-understand retirement manual with information to help achieve the comfortable and fulfilling retirement you’ve worked hard for? Look no further!
Our retirement manual will:
Take the unknown out of retirement planning,
Provide a firm understanding of a solid retirement strategy,
Teach you how to bridge the income gap caused by retirement,
and much, much more!
Social Security Maximization
How much of your retirement nest egg do you need to use to guarantee the additional income that you are looking for? Many people trigger their Social Security benefit at the wrong time. Don’t be one of them! Our website will provide you with helpful information and tools to help you know how to file so you have the opportunity to maximize your Social Security benefits. Contact Georgia Wealth Advisors, LLC today!
We believe that your income plan in retirement should be even more trustworthy than your income plan during your working years. Just as there are strategies for accumulation, there are also strategies for properly distributing your assets.
At Georgia Wealth Advisors, LLC, we work with you to determine your retirement income needs, recognize income sources and identify the most efficient ways to fill your individual income gap.
Tax planning is not reserved only for the wealthy. Whether you are choosing an investment strategy, creating an income plan, or planning ahead for loved ones, tax planning plays a prominent role.
At Georgia Wealth Advisors, LLC, our 360-degree approach encompasses the past with the Second Opinion Tax Review, the present with preparation and filing services and the future with tax projections.
We work to understand your legacy priorities. There comes a time when you begin to understand and appreciate the vulnerability of life. At this time, your desire to live a life of significance and to leave a meaningful legacy grows. Through legacy planning, you determine what you want your legacy to be. You discover how to best use your talent, time and money to benefit those whom you love and the causes you believe in. Contact Georgia Wealth Advisors, LLC today!
Deciding to designate a charity as a beneficiary of your retirement account is an option many individual opt for as they near their retirement years. It is a wonderful way to extend your generosity and leave a meaningful legacy. There are several ways individuals can provide for their loved ones as well as giving to your favorite causes. Each individual situation is unique and it is important to understand all of the options with your estate and the impact of taxes.
Georgia Wealth Advisors will help you determine all of your options when considering donating your retirement assets.
The Generational Vault is your personal financial website and represents the future of communication between advisors and clients. Here you can see your complete financial picture from one location including daily account value updates. Georgia Wealth Advisors, LLC can provide this vault to you.
The Generational Vault also serves as your virtual safe-deposit box created to organize and protect your most important personal documents.
In This Issue
A Framework for Retirement Income Planning
More Than Money Wealth Management
Making Connections the Adult Way
Annual Reviews: A True Win-Win Opportunity!
And much more…
Register For An Upcoming Seminar
or call us at 678.638.6363
Video Learning Library
Social Security Maximization
Color of Money
Facts of Life
Fixed Index Annuities
2nd Opinion Tax Review
Meet Thomas F. Lowry, RFC, CRPC
Tom Lowry, President
Thomas F. Lowry, RFC, CRPC ~ A native of Atlanta, Mr. Lowry has been assisting those in or near retirement achieve their financial goals. Tom is a multi-year winner of the Five Star Wealth Manager award by Atlanta Magazine. He specializes in the unique type of financial planning required to help his clients move from their working years and into their retirement years. Mr. Lowry is also a top of the table Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®. He is referred to as “The Retirement Doctor”. Tom grew up wanting to be an emergency room doctor like his father. While he never got a chance to achieve that goal, he treats his retirement planning just like a medical doctor would. He believes in the Hippocratic Oath when dealing with the families he serves. He works diligently to find the absolute best treatment and best prescription to help his clients, “Build a retirement plan that will truly stand the test of time.”
Wayne Schmidt, CFA®
Chief Investment Officer
Gradient Investments, LLC
In 2008, Wayne brought 30 years of institutional investment experience to the private clients of Gradient Investments. During his tenure at AXA Investment Managers, Wayne served as senior portfolio manager for the U.S. Investment Grade Fixed Income Team. As the lead portfolio manager, he managed $9.5 billion of fixed income assets with a variety of mandates ranging from aggregate, corporate and government bond portfolios.
Wayne has been quoted on the subject of the global economy in numerous nationally and internationally recognized investment publications such as Bloomberg, Reuters, and The Los Angeles Times. He is a Chartered Financial Analyst® and a member of The Chartered Financial Analyst Institute and the Twin Cities Society of Security Analysts.
Michael Binger, CFA®
Senior Portfolio Manager
Gradient Investments, LLC
Mike brings over 24 years of institutional equity investment experience to Gradient Investments and its affiliated advisors and clients. He has extensive experience working directly with financial advisors designing and actively managing portfolios. Mike has successfully invested in numerous market and economic cycles giving him a level and depth of experience that is rare in this industry. He spent more than 20 years at Thrivent Financial where he managed numerous equity funds through various economic cycles. Mike’s media highlights include numerous appearances, providing market insight on CNBC, Bloomberg TV and Bloomberg Radio.
Mike has also been quoted in The Wall Street Journal, Barron’s, Smart Money, Reuters, Business Week and numerous other local, national, and global investment publications.
Nick Stovall, CPA /PFS
Founder and President
Stovall & Associates, Ltd.
With over 20 years of experience, Nick brings decades of private industry accounting, public accounting, business taxation, IRA taxation, technical taxation, tax law, and tax policy knowledge to the organization. With an in-depth knowledge of the financial services industry and understanding of the complex demands of diverse business settings, he provides an invaluable perspective on the intricate relationships between tax and business issues. Nick holds his series 27, 7, and 66, as well as his life and health license. Nick remains active in the accounting industry and is a member of the American Institute of Certified Public Accountants (AICPA), Minnesota Society of Certified Public Accountants (MnCPA) and the Institute of Management Accountants (IMA). Nick is a member of Ed Slott’s Elite IRA Advisor Group.