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  • Zebulon, GA
    9840 U.S. Highway 19 North, P.O. Box 352 Zebulon, GA 30295-3176 T: 470.745.5030 F: 470.745.5032
    Map and Directions Map and Directions
  • Columbus, GA
    2900 Warm Springs Road Columbus, GA 31904 T: 706.571.2100 F: 706.571.2359
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Mastering a significant wealth event
Whether sudden or planned, the right steps can help you take charge of your newfound assets.
Family & Lifestyle
Crafting a retirement that evolves with you
How high-net-worth individuals can make the most of retirement, from new ways of investing to preparing for the unexpected.
Retirement & Longevity
Read
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10 common scams and how to avoid them
Familiarize yourself with these common swindles, often targeting retirees.
Technology & Innovation
The good business of saving for someone else's retirement
As a growing number of state-facilitated retirement plans are implemented across the country, offering more robust employee benefits could benefit your business’s bottom line.
Business Ownership
Infographic: Debunking Social Security myths
Shine some light on these common misconceptions to help get the most from your hard-earned benefits.
Retirement & Longevity
Read
Tailor your taxes for retirement
From withdrawals to conversions, taxes in retirement can be a balancing act.
Retirement & Longevity
Read
Identify the connection between net worth and risk tolerance
Understanding your risk profile is an important component of managing significant wealth.
Family & Lifestyle
Read
Pay off debt with a plan in mind
Strategies for minimizing interest payments and eliminating debt.
Family & Lifestyle

Plainspoken advice for life’s financial complexities

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Wealth Intelligence

Wealth IntelligenceWealth Intelligence
  • 9840 U.S. Highway 19 North, P.O. Box 352 Zebulon, GA 30295-3176
  • 470.745.5030
  • 470.745.5032
  • Map & Directions
  • Map & Directions
  • 2900 Warm Springs Road Columbus, GA 31904
  • 706.571.2100
  • 706.571.2359
  • Map & Directions
  • Map & Directions

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