You've worked hard for your financial future, we'll help you protect and grow it.

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Holistic & Meaningful

As a multifaceted financial planning and wealth management firm, we offer insurance and investment planning for individuals and businesses. We implement holistic financial solutions designed by a team of strong advisors embodying integrity, proactivity, and fellowship with an emphasis on people versus the product.
Our Customer Relationship Summary
1

Initial Consultation

2

Gather Data

3

Analyze & Develop Strategies

4

Presentation of Recommendations

5

Implementation

6

Progress & Growth Updates

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Initial Consultation

Initial Consultation

Overview of our process. Review your financial situation. Establish financial goals and identify concerns.
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Gather Data

Gather Data

Compile all relevant data to assemble complete financial picture.
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Analyze & Develop Strategies

Analyze & Develop Strategies

Analyze current situation and develop comprehensive strategies.
Schedule Consultation
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Presentation of Recommendations

Presentation of Recommendations

Periodic progress and growth update meetings. Check status of recommended actions and goals achieved. Determine if life events warrant modifications to strategy.
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Implementation

Implementation

Evaluation of financial recommendations. Establish timeline for execution. Commence with implementation.
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Progress & Growth Updates

Progress & Growth Updates

Check status of recommended actions and goals achieved.
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CONNECTEDNESS

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Contact Us

Supervisory Office:

1050 Crown Pointe Parkway Suite 1800
Atlanta, GA 30338

770-551-3400

Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. Visit SIPC. The Piedmont Group does not provide legal or tax advice. Consult your own personal attorney, legal, or tax consultant for advice on specific legal and tax matters.

Licensing

CRN202602-3218762

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