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Financial Planning

Couple-at-mountain-summit_smYour Financial Goals

Every client has a unique family, a variety of existing assets, and specific life goals that must be considered in developing a customized financial plan. Premier Financial’s mission is to bridge each client’s unique circumstance with the appropriate investment allocation.

Client goals and current asset mix is the foundation for building a customized financial plan. We begin each relationship with an assessment of the client’s risk tolerance, family needs, retirement objectives, and life goals. Investment plans are individually tailored for each client.

Asset Protection

A common desire of many clients is to pass on a financial legacy to their family while also ensuring an exceptional quality of life for themselves. But the rising cost of healthcare and the uncertain expenses of long term care jeopardizes their quality of life and legacy. Our experienced financial planning team can help develop a personalized plan to cover costs of care and still set aside an inheritance for your family. By using long term care insurance, Medicaid and VA planning, income maximizing strategies, and goal setting, we guide clients toward financial freedom and the protection of their assets.

Tax Planning

The financial planning professionals at Premier Financial Advisory assist small business and individuals grow their net worth and generate income to enjoy life, or plan for retirement. The taxes imposed by the IRS and state revenue commissioner reduce both assets and income. As part of every allocation plan, Premier’s Financial Advisors evaluate the most tax efficient way to rebalance and liquidate positions. The following are a few of the tax planning services provided to clients by Premier that work to reduce the overall tax cost: cost basis research, tax loss harvesting, calculating required minimum distributions, and stretching retirement account distributions.

If you have any questions about your current financial plan or wish to schedule an appointment with a financial advisor in our Suwanee office, please contact us or call 404-921-9755. We offer financial planning for individuals and small businesses throughout Gwinnett county and all of north Georgia.