1300 Ridenour Blvd, NW
2207 Spalding Drive
Financial and Investment Planning
Expert Financial and Retirement Advisors to help you plan your investment portfolio.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Safeguard Your Digital Estate
you died, what would happen to your email archives, social profiles and online accounts?
The only thing certain in life and business is that it is continually changing. Managing that change is becoming more challenging in today’s economy. We can make planning for your personal or business future less stressful by building a solid path to your financial goals. Effective financial planning may seem overwhelming – from understanding your personal goals and values to analyzing current investments, cash flow, debt, income taxes, risk management needs and more. But at Active Financial Group, we believe managing your wealth strategy is more than just managing your money. It is about developing a customized financial strategy that is unique to you.
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
As small business owners become more successful, they look for ways to reduce their tax burden. One of the most popular ways to reduce taxes is with a SEP IRA.
Best for: Those just starting out or saving less than $6,000 a year. If you are leaving a job to start a business, you can also roll your old 401(k) into an IRA.
Best for: Self-employed people or small-business owners with no or few employees. Best for: Larger businesses, with up to 100 employees.
There are plenty of financial advisors who would love to manage your retirement account, providing you meet their minimum balance requirements.
Tel: (678) 574-0080
Tel: (770) 797-5788
Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.