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Day: January 9, 2026

In the News: Laying the financial groundwork for a growing family

As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains when your family grows, your financial plan needs to grow with it. Some of the most important decisions new parents face aren’t urgent—but they are essential.

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Kennesaw, GA Office

3735 Cherokee Street
Kennesaw, Georgia 30144

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Dunwoody, GA Office

Roam Office available for meetings upon request.

1155 Mt. Vernon Highway NE
Atlanta, GA 30338

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