Second-Opinion Service - Atlanta Financial Associates, LLC · 2020-05-13 · Second-Opinion Service...
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Second-Opinion Service Exclusively for Friends, Family and Associates of Our Valued Clients In this challenging economy, you probably know a friend, family member or colleague who may be in a complex situation or just unhappy with the advice from his or her financial advisor—it’s not uncommon. We have found that many high net-worth investors value a second opinion. If you know someone who might like to discuss things further, consider sharing this invite for a complimentary Second Opinion with that individual. Just ask them to call 770-261-5380 and we’ll schedule their review. 5901-B Peachtree Dunwoody Road, Suite 275 Atlanta, GA 30328 I 770-261-5380 www.atlantafinancial.com
Transcript of Second-Opinion Service - Atlanta Financial Associates, LLC · 2020-05-13 · Second-Opinion Service...
Second-Opinion ServiceExclusively for Friends, Family and Associates of Our Valued Clients
In this challenging economy, you probably know a friend, family member or colleague who may be in a complex situation or just unhappy with the advice from his or her financial advisor—it’s not uncommon. We have found that many high net-worth investors value a second opinion.
If you know someone who might like to discuss things further, consider sharing this invite for a complimentary Second Opinion with that individual. Just ask them to call 770-261-5380 and we’ll schedule their review.
5901-B Peachtree Dunwoody Road, Suite 275Atlanta, GA 30328 I 770-261-5380www.atlantafinancial.com
Advisory services offered by Atlanta Financial Associates, LLC.
Plan Carefully. Live Confidently.
Request a Complimentary Second OpinionAtlanta Financial Associates works hard to help our clients achieve their financial goals and live their lives the way they envision. If you’re uncertain whether your plans are helping you reach your goals, it might be time for a second opinion.
Our complimentary review is a two-step process: an initial discovery meeting followed by a recommendations meeting where we deliver your Total Client Profile as well as our personalized analysis of your current financial situation.
Julianne F. Andrews, MBA, CFP®, AIF® Principal
Michelle Thompson, Esq., CFP®, CTFA, CDFA® Wealth Manager
Direct Line: (678) 282-0296Email: [email protected]
Harrison Fant, CFP®, AIF®Wealth Manager
Direct Line: (678) 397-1769Email: [email protected]
Direct Line: (770) 261-5385Email: [email protected]
