Broker Check

ATLANTA: 770.512.5100  

An Inside Look at Retirement Living. Five Smart Investing Principles Tax Management Strategies Countdown to College

Welcome to National Financial Services Group

Whether you are planning for retirement, raising a busy family, looking to grow your investments or running your own business, we can help you address your most important financial needs. We invite you to explore the wealth of financial information here and to learn more about the work we do. We are dedicated to educating our clients and giving them the facts they need to make confident, well-informed decisions about their financial futures.

Our site is filled with entertaining videos, informative online presentations, messages from our associates, current articles, financial calculators and more - all with content that really matters. It is not just a website – it’s an interactive experience designed to help you learn more about the world of personal finance. We invite you to spend some time looking around and if something prompts a question, just send us a quick note or call our office. We would welcome the chance to talk with you.

Helpful Content

Life and Death of a Twenty Dollar Bill

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

What Our Kids Can Teach us About Saving Money

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Avoiding Cognitive Decline

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

 

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

View all articles arrow

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

View all calculators arrow

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

View all presentations arrow

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

View all videos arrow