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Day: September 17, 2021

In the News: Trusted persons to help with financial responsibilities as you age

As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how some senior investors may be in a vulnerable position for financial abuse, and what can be done to protect family wealth.

Bankruptcy Changes Throw a Lifeline to Sinking Small Businesses

For small businesses, a Chapter 11 bankruptcy to restructure took time and was cost-prohibitive. With the expansion Subchapter V and the higher debt limit extended to March 27, 2022, small businesses have a lifeline!

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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