2551 Roswell Rd NE,
Senior Financial Planning, LLC
Helping Preserve and Protect What You Have Worked For All Your Life
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.
Years of experience have prepared us to guide you through life's transitions.
We create strategies that are tailored to your needs and goals.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
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"An investment in knowledge pays the best interest."
- Benjamin Franklin
Your data is consolidated into one clear picture of you. Those who know what they have fare better than those who do not.
Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.