Johns Creek Advisors

At Senior Financial Planning, LLC, we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around investments that can help create a hedge against outliving their income, the impact of inflation, taxation, or rising healthcare costs. Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill. We offer a wide range of financial planning services, including retirement planning, tax planning, college planning, estate planning, and insurance planning. We can help you create a comprehensive financial plan that meets your individual needs and goals.

Monarch Private Capital, based in Atlanta, GA, specializes in impact investing through tax equity investments that focus on renewable energy, affordable housing, and historic rehabilitation projects. Since its inception in 2005, the company has managed over 900 projects, generating more than $7 billion in tax credits and creating significant economic impact across 42 states and Washington, D.C. By aligning investment opportunities with the values of institutional investors, Monarch aims to foster positive social and environmental change while delivering predictable financial returns. Their projects not only contribute to community revitalization but also support sustainability goals and job creation, making a meaningful difference in the areas they serve. Generated from the website

Lifewater Wealth Management, located in Duluth, GA, is your trusted partner for comprehensive financial services and investment solutions. As experienced financial planners and advisors, we specialize in providing personalized financial planning, expert advisory services, and strategic investment management to help you achieve your financial goals. Our team of skilled professionals is dedicated to guiding you through the complexities of wealth management, offering tailored strategies to optimize your financial future. Whether you're planning for retirement, seeking to grow your wealth, or looking to protect your assets, Lifewater Wealth Management has the expertise to help you make informed decisions.