Wealth Creation Atlanta, LLC of Roswell

Wealth Creation Atlanta, LLC of Roswell is a financial planner in Roswell, GA. The firm provides a team of professionals who help clients integrate and manage the big picture of their finances, with work in wealth accumulation and preservation, greater accessibility to money, increased cash flow, reduced income taxes, and protection against loss. It serves individuals and business owners, including dental professionals and small business owners, and also focuses on creating maximum after-tax income during retirement while passing on as much as possible to children, heirs and charities. The firm holds a rating of 5.00 based on 1 review. Chris, a member of the team, graduated from Auburn University in 1980 with a degree from the School of Business, earned the CLU and ChFC designations in 1989, and received the Certified Financial Planner designation in 2001. In 2015 he earned the Retirement Income Certified Professional designation, which qualifies him in advising and counseling clients about retirement planning. He specializes in estate planning and helping to maximize wealth utilizing velocity of money principles, and is experienced in planning for the financial maximization of small businesses, business owners and dental professionals. Grant has been providing financial advice to his clients since 1994 and graduated with a BS degree from Florida State University, where he competed on the varsity swimming and diving team. The firm's process is built around what it calls a personal financial officer, comparing its work to a conductor leading a symphony. The team consults with a client's existing advisors, asks questions and gains insight into plans and products already in place, then analyzes the big picture by assessing performance, linking strategies and making recommendations. The office is on Sun Valley Dr, about 0.1 miles from Alpharetta Highway and 0.3 miles from Houze Road. Montessori Hammond School and Elkins Pointe Middle School are each about 0.4 to 0.5 miles away, and Mansell Road is about 0.6 miles from the office. The firm's positive rating reflects the experience of the customers who have reviewed it, and its team brings decades of combined financial planning experience to clients in Roswell.