The full service financial planning and tax preparation firm.

City View Building 3330 Cumberland Blvd. Suite 500

Atlanta, Georgia 30339

Insurance & Risk Management

Investment Counseling

Asset Accumulation

Estate Planning

Retirement Planning

Tax Planning & Forecasting

Experience Makes the Difference

Pragmatic Financial Strategies, Inc is managed by professionals with strong ties to Atlanta. We offer carefully researched, relevant advice to meet your financial planning, investment counseling, and tax preparation needs. Our clients come to us from a wide range of backgrounds and industries.

Our President Jason B. Culp has over thirteen years of

financial planning, tax preparation, and counseling experience. Jason has attained the highest of certifications including the Certified Employee Benefits Specialist  designation, awarded by the Wharton School of the University of Pennsylvania.

Jason is a CERTIFIED FINANCIAL PLANNER™ practitioner. In addition, he has also earned the Fellow, Life Management Institute designation which has been the standard of excellence since 1932 in the field of insurance operations and financial services.

 

“We are committed to helping you reach

your goals, no matter the circumstance.”

Our MissionOur mission is simple.

We want our clients to be engaged in all areas of the financial planning

process regardless of their circumstance. We believe that we can change our

clients financial outlook by helping them to re-identify cash resources that are

already available within their households or businesses.

What is Financial Planning?Financial planning is the process of reaching

your life goals by taking a 360 degree approach to managing your finances.

We apply a pragmatic approach to the process.

Pragmatic is defined as dealing with things sensibly and realistically in a way that is based on practical rather than theoretical considerations.

Our ApproachWe offer a commonsense approach to your situation by first

determining how you are allocated among the key areas of financial planning.

We analyze the areas that may be deficient for your success and provide you with strategies that can help you to reach your goals.

 

Insurance25%

Tax20%Investments

20%

Estate25%

Retirement10%

Pragmatic Planning

Commitment To ProfessionalismOur people are certified in a variety of professional

fields.

This interdisciplinary foundation enables us to easily manage tax and financial concerns related to your industry and business type.

Our staff includes experienced CERTIFIED FINANCIAL PLANNER™ professionals, Certified Employee Benefits Specialists, and Tax professionals many of whom are influential leaders in their respected communities.

As a CFP® professional, I’m here to serve consumers.

-As a CFP® professional, I received the personal satisfaction of obtainingthe certification so that I can help my clients fulfill their financial goals.

-My CFP® mark distinguishes me among my peers in the financial servicesindustry as it shows that I have voluntarily met rigorous requirements ofeducation, examination and experience and abide by CFP Board’sStandards of Professional Conduct, which includes agreeing to a standardof care that places my clients’ interests first.

-CFP Board enforces the professional standards for CFP® professionalslike me, and misconduct leads to action by CFP Board that can include aletter of admonition, suspension or revocation of CFP® certification.

Our Partners Our strategic alliances with quality institutions allows

us to provide you with options regarding our implementation strategies and fee structure. We provide our clients with access to some of the top companies in the following fields:

 Insurance (Life, Health, Disability, Homeowners)Estate PlanningTax PreparationBanking (Investment, Retail, & Commercial)Investment Management

Advent

As our custodian offers our clients a wide

variety of different account types.General Account TypesIndividual Joint Retirement AccountsRollover IRA Roth IRA SEP IRA Simple IRA Simple IRA Plan Traditional IRA  Custodial / Guardian AccountsConservatorship Coverdell ESA Custodial (UGMA/UTMA) Guardianship

Specialty AccountsKeogh/401(k) / Money Purchase /Profit-Sharing / Pension Plan Defined Benefit plans designed for the employees of a company.Trust Account (Testamentary/No testamentary) Trust Account (Non-Testamentary)

Business AccountsAssociation or Non-Profit Organization Corporate Investment Club Limited Liability Company (LLC) Partnership / Limited Partnership Sole Proprietorship

EQUITIES & ETF’S•Listed and OTC•Canadian•American Depository Receipts•Preferred Stocks•All publicly traded ETF’s available

MUTUAL FUNDS•More than 14,500 mutual fund choices•More than 3,000 no-transaction fee(NTF) funds

FIXED INCOME•Agency Bonds•CDs•Church Bonds•Corporate Bonds•Municipals Bonds•New Corporate Offerings•Preferred Stocks•Unit Investment Trusts•U.S. Treasury Bonds•U.S. Treasury Strips

OPTIONS•Covered Call Writing•Purchase Calls and Puts

Access to a wide range of investment options for your

financial planning needs.

Specialized Services

No inactivity or maintenance feesFREE CheckingInstant funding through Money Direct©Mutual fund systemic investingTransfer ReimbursementEquity, ETF, & mutual fund screeners & reportsStock alertsReal –time news and research Real – time account balancesElectronic confirmations and statementsFree mailed monthly statements

Supporting Our Communities

ARE YOU PLANNING?YOU

SHOULD BE.

www.pragmaticstrategies.org

Atlanta Office : (888) 606-6403Marietta Office: (404) 580-6474