Home | Senior Financial Planning, LLC

Where do you want to go? We'll get there, together.

At Senior Financial Planning, LLC, we understand retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around investments that can help create a hedge against outliving their income, the impact of inflation, taxation, or rising healthcare costs. Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill. Click HERE to view the Five Star award as seen in the October issue of Atlanta Magazine in which Tim is named a 2023 Five Star Wealth Manager. Click HERE to view the Five Star Professional Profile.

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Our Team

Our Team

Years of experience have prepared us to guide you through life's transitions.

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The Process

The Process

We create strategies that are tailored to your needs and goals.

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Our Mission

Our Mission

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Awards

Awards

Want to see what our peers & industry say about us?

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Words of Wisdom

"An investment in knowledge pays the best interest."

- Benjamin Franklin

Life in a Box

Your data is consolidated into one clear picture of you. Those who know what they have fare better than those who do not.

We are here for you

We are here for you

Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.

<strong>Where do you want your financial roadmap to take you?</strong>

Where do you want your financial roadmap to take you?

We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.