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Day: June 30, 2017

In the News: Using Your Financial Plan to Determine Need for Long-Term Care Coverage

In today’s Marietta Daily Journal, Bil Lako, CFP® explains how your financial plan can show the need for LTC coverage.

Financial KPIs: What They Are and What You Need to Know

Small-business owners can use financial key performance indicators to measure the health of their business. Read all about it in this week’s Business Tip.

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Kennesaw, GA Office

3735 Cherokee Street
Kennesaw, Georgia 30144

  • 770-429-9166

Dunwoody, GA Office

Roam Office available for meetings upon request.

1155 Mt. Vernon Highway NE
Atlanta, GA 30338

Naples, Fl Office

4850 Tamiami Trail N. Suite 301
Naples, FL 34103

  • 239-467-5500