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Our Mission

Senior Financial Planning was founded with the goal of assisting retirees and those approaching retirement in every aspect of their financial lives. We provide the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we help create financial stability, security and peace of mind. Whether with finances or ensuring a legacy to those most dear we will strive to make our clients goals a reality.

Our Principle

Our company is based on the principle that God desires for us to have life and life abundantly. Through proper planning we can enjoy the peace that He so richly showers upon us . Through education and understanding of your current financial picture we can make wise decisions concerning your needs. If you have any questions about your current financial situation or wish to schedule an appointment, give us a call at 770-973-5220. We are happy to help!

Our Commitment

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that our staff truly cares about making their goals a reality. We do everything in our power to learn what our clients want to accomplish, advise them on how to get there, and remind them of the importance of maintaining these goals.