Perimeter Office

2002 Summit Blvd

Suite 300
Atlanta, GA 30319



Personal Financial Planning:

  • Risk Management (Life, Disability, Long Term Care and Medical Insurance)
  • Asset Management (Savings, Investment and Retirement Accounts)
  • Written Financial Plans (Estate Planning, Retirement Analysis, College Funding and Budgeting)

Corporate Services

Employee Benefits:

  • Retirement Plans and Pensions (401k, Profit Sharing, and Deferred Compensation)
  • Health and Welfare Benefit Plans (Medical, Dental, Vision, Disability, Life, Long Term Care, and Section 125 Plans)
  • Employee Financial Advice and Education

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.  |  (770) 810-0036