Skip to content
facebooklinkedinenvelope

Wealth Intelligence

Wealth IntelligenceWealth Intelligence
  • Home
  • Our Clients
    • Our Clients
    • Business Owners
    • Retirees
    • Families and Individuals
    • Sudden Wealth
    • Veterans
  • Working With Us
    • Working With Us
    • Our Process
    • Services
    • Why Work With a CFP
    • About Raymond James
  • About Us
    • About Us
    • Bryan Oglesby
    • Adrian Griffith
    • Alfredo “Fredo” Gonzalez
    • John Peacock
    • Strategic Partners
  • Resources
    • Resources
    • Riskalyze
    • Living Your Legacy
      • Living Your Legacy
      • Family
      • Career
      • Community
    • Client Access Videos
  • Contact Us
  • Blog
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • 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
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Estate & Giving
    • Family & Lifestyle
    • Retirement & Longevity
    • Tax Planning
    • Technology & Innovation
  • Media
    • Article
Never stop earning
How your retirement savings can continue working for you.
Retirement & Longevity
Understanding long-term care
Long-term care planning isn’t just about money; it’s about preserving your quality of life.
Family & Lifestyle
Read
Read
Understanding the difference between long-term care and long-term disability
A person turning 65 today has a nearly 70%1 chance of needing some type of long-term care in their retirement years.
Retirement & Longevity
How AR is impacting business
The technology is fast rising in popularity and the possibilities are almost limitless.
Technology & Innovation
Should you franchise your business?
Learn what makes a good franchisor and how to get started.
Business Ownership
Read
Does your business qualify for this notable tax deduction?
Pass-through entities now have a more level planning field with businesses that benefitted from the 2017 corporate tax reduction.
Tax Planning
Read
Annuities for investing and risk management
Annuities are multifaceted, sophisticated tools that can serve goals beyond income generation, the role for which they are best known.
Retirement & Longevity
Read
5 considerations for your Social Security strategy
Optimizing your Social Security benefits is an important step in preparing for retirement.
Retirement & Longevity

Plainspoken advice for life’s financial complexities

facebooklinkedinenvelope

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

This website Wealth Intelligence (this "Website") is owned and operated by Wealth Intelligence (Wealth Intel). Wealth Intelligence offers investment advisory services and is registered with the U.S. Securities and Exchange Commission ("SEC"). SEC registration does not constitute an endorsement of the advisory firm by the SEC nor does it indicate that the advisory firm has attained a particular level of skill or ability. All content available on this Website is general in nature, not directed or tailored to any particular person, and is for informational purposes only. Neither the Website nor any of its content is offered as investment advice and should not be deemed as investment advice or a recommendation to purchase or sell any specific security. The information contained herein reflects the opinions and projections of Wealth Intelligence as of the date hereof, which are subject to change without notice at any time. Wealth Intelligence does not represent that any opinion or projection will be realized. Neither Wealth Intelligence nor any of its advisers, officers, directors, or affiliates represents that the information presented on this Website is accurate, current or complete, and such information is subject to change without notice. Any performance information must be considered in conjunction with applicable disclosures. Past performance is not a guarantee of future results. Neither this Website nor its contents should be construed as legal, tax, or other advice. Individuals are urged to consult with their own tax or legal advisers before entering into any advisory contract.

Form CRS | Form ADV | Privacy Policy

 

Connect with us