Investment Planning

Do you know if you are getting the most cost-effective solutions for your investment goals? Are there ETF alternatives with the same exposures that you can get at a lower cost?

Personal Financial Solutions has partnered with the firm 55ip, which has developed cutting-edge technology that provides real time diagnostics on your portfolio. This technology can analyze any active mutual funds you have and let us know if you are really receiving active management. Our team systematically looks at your portfolio all year long to find further opportunities for tax management.

Learn More about our personalized investment services.

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Office

320 W Lanier Ave

Suite 200

Fayetteville, GA

30214 United States

Contact Info

Phone: 770 460-8813

Toll Free: 1-866 535-8837

finsolutions@bellsouth.net

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Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

Investment Planning

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Financial Planner

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