Financial Planning

Prioritizing YourFinances

Financial planning is an essential tool to help navigate unexpected events with the ultimate goal of providing the confidence and security necessary during both the working years (wealth accumulation) and retirement years (wealth distribution) of an individual’s life. However, such planning requires a lifetime commitment, not only from you but from us as well, your Financial Planner.

“Establishing a disciplined saving strategy early in life will impact long-term growth potential.”

Scott Keller, CFA

“Spending is one of the most important aspects of financial planning. Yet many people do not have a good handle on it.”

Wes Hackney, CFP®

“Risk management is a key component of an overall sound financial plan.”

Charlie Holloway, CFP®, CDFA™

“Structuring income in retirement requires a carefully designed distribution strategy to minimize taxes.”

Ben Crowe, CFP®, C.P.A., CFA

Some Frequently Asked Questions

What is the difference between a CFP® and other financial planners?

To obtain the CFP® certification, one has to meet requirements for both education and experience. The educational requirement consists of c...

To obtain the CFP® certification, one has to meet requirements for both education and experience. The educational requirement consists of coursework in the major areas of personal financial planning and passing a rigorous exam.

Are you a Fiduciary?

Marietta Wealth serves as a Fiduciary on our client’s accounts. This is the highest standard of care in the advisory relationship. Why? We...

Marietta Wealth serves as a Fiduciary on our client’s accounts. This is the highest standard of care in the advisory relationship. Why? We are obligated, both legally and ethically, to do what is in our client’s best interest.

Can I hire Marietta Wealth to develop a comprehensive financial plan?

We can provide one-time financial planning services for a flat or hourly fee.

Do I need life, disability, or long-term care insurance?

We review insurance needs of our clients through the financial planning process. If a client requires a certain form of insurance, we work w...

We review insurance needs of our clients through the financial planning process. If a client requires a certain form of insurance, we work with insurance professionals to accomplish the goal.

Do you receive referral fees from recommending the services of other financial professionals (ex: estate attorneys, insurance commissions)?

No, we don’t receive any compensation from outside sources. The only compensation we receive is from our clients.

Can you help me determine my Social Security options?

Yes, we can provide a detailed analysis of various Social Security claiming strategies.

Marietta Wealth

472 N Sessions Street, Unit #24
Marietta, GA 30060
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