Financial K One

As a financial planner, the most inspirational moments are when my clients know everything will be OK. I’m proud that I’m able to help them find that confidence through planning, and I’m always most happy serving others. I enjoy what I do so much; it doesn’t feel like work. But I have lots of other interests, including spending time with my grandkids here in Georgia, playing video games, listening to audiobooks, and rooting for Miami sports teams.

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Atlanta is here for you, serving downtown and surrounding areas. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

Coletta Daniels is a COUNTRY Financial representative providing insurance and financial services for the communities in and around Atlanta, GA 30339