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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. VIEW OUR CUSTOMER RELATIONSHIP SUMMARY
Concepts & Services
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Basic Financial
strategy
Advisor led overview of getting started with investments and insurance. Designed for young professionals, new families, divorcees, career changers etc.
Including
- Insurance Analysis and Review
- Basic Investment Strategies and Analysis
- Cash Flow and Debt Analysis
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Fee Based Financial
planning
Utilize our full encompassing, comprehensive approach to financial planning that is designed specifically around your financial situation. Note: You may implement the financial plan at the financial institution of your choice.
Including
- Asset Allocation & Diversification Strategies
- Estate Planning
- Education Planning
- Comprehensive Tax Planning
- Retirement Planning
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Business & Corporate
solutions
Looking to expand your business or take care of those who are vital to its prosperity? We can help develop a road map of success for your business. *The Piedmont Group does not provide qualified business valuations. For a qualified or certified business valuation, consult a properly credentialed appraiser.
Including
- Business Valuation* Tool
- Employee Benefits
- Voluntary Benefits
- Retirement Plans (401k, 403b)
- Non-Qualified Compensation
-
Basic Financial
strategy
Advisor led overview of getting started with investments and insurance. Designed for young professionals, new families, divorcees, career changers etc.
Package DetailsIncluded
- Insurance Analysis and Review
- Basic Investment Strategies and Analysis
- Cash Flow and Debt Analysis
- You may be unsure about what kind of insurance you may need. Your financial professional can help you determine the right amount and type of coverage to meet your protection needs while staying within your budget. Service Details
- Your advisor can help simplify the somewhat complex investment process and design an investment program around your needs and individual objectives. Service Details
- Financial experts often recommend having six to eight months of normal living expenses as a safety net for emergencies such as disability, illness or job loss. Competing financial goals may make it a challenge to maintain this level of cash reserves. Learn where you can save more money, manage your debt to income ratio, and become more efficient with your decisions. Services Details
-
Fee Based Financial
planning
Utilize our full encompassing, comprehensive approach to financial planning that is designed specifically around your financial situation. Note: You may implement the financial plan at the financial institution of your choice.
Package DetailsIncluded
- Asset Allocation & Diversification Strategies
- Estate Planning
- Education Planning
- Comprehensive Tax Planning
- Retirement Planning
- When it comes to investing, each individual has unique goals, tolerance for risk and time horizons. To be successful, you must adhere to time-tested principles and stay true to the unique characteristics that you want your portfolio to exhibit. Service Details
- Estate planning is to help you plan for – and realize – your lifetime goals. It addresses your legal and financial concerns, taking into account your goals and tax considerations. It also takes advantage of existing laws and funding vehicles to save you on taxes and help manage your property in an efficient and profitable way during your lifetime. Service Details
- Saving for college is a top financial goal for millions of families. There are a number of ways to save, and it’s never too early to start. Service Details
- Navigating the complex tax code and system can be a daunting task to manage alone. We are connected with tax specialists that can help alleviate those headaches for you and work in tandem with your financial plan. Service Details
- No matter where you are in life, it’s never too early to prepare for a better financial future Service Details
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Business & Corporate
solutions
Looking to expand your business or take care of those who are vital to its prosperity? We can help develop a road map of success for your business. *The Piedmont Group does not provide qualified business valuations. For a qualified or certified business valuation, consult a properly credentialed appraiser.
Package DetailsIncluded
- Business Valuation* Tool
- Employee Benefits
- Voluntary Benefits
- Retirement Plans (401k, 403b)
- Non-Qualified Compensation
- Do you know the value of your business? Would you like to know? Click below to access our business valuation tool. Complementary Business Valuation
- As companies compete for top talent, the benefits offered to this group of employees can become key to attracting and retaining the best people. Service Details
- An offer can be designed specific to your company, and your employees’ personal income protection needs. Service Details
- There are so many options available to you to help you meet your retirement needs; including annuities, life insurance, IRA’s, and your employer-sponsored retirement benefit plans to name a few. The first and most important step is to determine if you are on the right track for your retirement income needs. After we determine where you are personally, together we’ll look at all... Service Details
- Competitive compensation and benefit programs are a fundamental component to attracting these professionals and retaining them for the future success of the business. Service Details
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Our Individualized
Process
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Initial Consultation
Step 1
Initial Consultation
Overview of our process. Review your financial situation. Establish financial goals and identify concerns.
Gather Data -
Gather Data
Step 2
Gather Data
Compile all relevant data to assemble complete financial picture.
Analyze -
Analyze
and Develop Strategies
Step 3
Analyze
and Develop Strategies
Analyze current situation and develop comprehensive strategies.
Presentation -
Presentation
of Recommendations
Step 4
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.
Implementation -
Implementation
Step 5
Implementation
Evaluation of financial recommendations. Establish timeline for execution. Commence with implementation.
Progress & Growth -
Progress & Growth
Updates
Step 6
Progress & Growth
Updates
Check status of recommended actions and goals achieved.
Progress & Growth
Community Impact & Awards

Life Insurance Coverage In Force

Client Policy, Contract & Account Values

Dividends To Whole Life Policy Holders

2015 - AJC Top Work Places

2016 - AJC Top Work Places

2015 - ABC Best Places to Work

2017 - ABC Best Places to Work

2018 - ABC Best Places to Work

2019 - ABC Best Places To Work

2020 - ABC Best Places to Work

2017 - NAIFA Top Female Advisor

2017 - NAIFA Top 40 Under 40

2014 - Top CEO Award

2012 - MassMutual Chairman's Trophy

2013 - MassMutual Chairman's Trophy

2014 - MassMutual Chairman's Trophy

2015 - MassMutual Chairman's Trophy

2016 - MassMutual Chairman's Trophy
