Advanced Retirement Planning, LLC
Our clients are our greatest priority, which compels us to constantly search out the latest and most innovative approaches to resolve financial and estate challenges. Strategic partners within our network will craft a personalized plan of action, focusing on implementing strategies that put your needs first.
Current economic trends require extensive preparation: individuals are living fuller, longer lives, but are often caregivers for multiple generations of family members. Clients come to us with a variety of concerns: long term care, special needs, taxes, legacy planning and outliving their assets. Advanced Retirement Planning (ARP) advisors specialize in key areas of financial planning.
We understand that each client has unique financial and personal needs. Our advisors work to meet clients' needs in the most cost-efficient manner, uphold exemplary customer service standards and treat each client with respect and dignity.
For the past several years, I have referred clients to Advanced Retirement Planning. Brian and his team are extremely reliable, trustworthy and prompt. The ARP team puts the needs and interests of clients ahead of their own, which is important to me. I deal with stressed and overwhelmed families that deserve an advisor who cares. Brian is a thoughtful, personable and generous person whom I can trust completely with my clients. Caroline V. – A Place for Mom – Atlanta, GA
In my first conversation with the staff of Advanced Retirement Planning, I could tell immediately that they were service-oriented. The personal concern and commitment of their advisors and staff makes ARP different from other financial firms. Talking with Brian is like talking to a family friend; there is no pressure, no salesmanship and no obligation. I tend to be a professional worrier, and the responsive staff members of ARP always take the time to fully explain the particulars of my financial plan. I have never been to the office for a meeting: an advisor comes personally to my home at my convenience. People are vulnerable as they grow older, but Brian and his team treat each customer with respect . This level of caring and customer service is unparalleled in today's financial services industry. Richard T. – Rex, GA