Total Solutions Planning Group provides a range of fee-based investment management services, including portfolio management and financial, retirement & estate planning. We are based in Atlanta, Georgia, and serve clients worldwide. At the outset of each new relationship, we conduct a very thorough assessment of our client’s current financial position as it relates to income, taxation and family considerations. We review current portfolio holdings, complete a full risk assessment and discuss goals for income and capital appreciation.
Contact Total Solutions Planning Group for solutions that work for you.