Let's plan your brighter future! Retirement Planner
Let's plan your brighter future! Retirement Planner
We love our customers, so feel free to schedule you video during normal business hours.
3225 Cumberland Boulevard Southeast, Atlanta, Georgia 30339, United States
Open today | 09:00 am – 05:00 pm |
By appointment
I start by documenting your goals and then compare them to your current portfolio. I use proven investment strategies designed to meet your risk tolerance and stand up against market volatility. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.
I’m passionate about helping both companies and individuals with diversifying portfolios, managing assets, analyzing market trends, and reducing financial risk. My goal? To safeguard the dreams you strived to achieve and the assets you have worked so hard to accumulate. I use proven investment strategies designed to meet your risk tolerance and hedge against market volatility.
Since 2006, I've been helping business and individuals safeguard their assets and plan for the retirement they want. When I'm not working, I enjoy tutoring, cooking, and playing with my Akita.
Please contact us if you cannot find an answer to your question.
A financial consultant goes beyond the basic investment information to help you understand how to achieve your dreams. We can sit down and look at the best ways to make your money work and grow for you!
There are many ways to ensure financial growth and reach your goals. Some options are investments, savings strategies, budgets, insurance, and tax strategies. Your goals decide which approach is right for you.
Yes! We can help you figure out what you need to do to retire at your desired age. We can also assist with college funds for kids, life insurance ,and estate planning.
Sign up to hear about sales, seminars, and classes.
Send me a message, and tell me more about your financial goals and needs. I will get back to you soon to schedule a consultation.
Monday - Friday: 9am - 5pm
Saturday: By appointment
Sunday: Closed
Copyright © 2023 Shirley Jefferson Federal Benefits Planner- All Rights Reserved.
Powered by GoDaddy
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.