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Curated articles, videos, and more for a more financially savvy you.

About Us

The fact that you’ve landed on our website tells me you have been searching for some answers, guidance and help in regards to your personal finance. For a place you can call your own. For a team who understands the journey you’ve been on in your financial life.

I know this because we have been there too, this is why, we created a financial services firm to help more individuals like you do the same. We are a team of financial professionals you can trust to help guide you on your path, and share the effective strategies and solutions to your questions and concerns--not just sell you products.

We want to inspire you to prepare for your financial future. To teach you money principles that strive to change your financial life for the better. We want to be a guide for you as you navigate the different stages in your life--getting married, starting a family, buying a home, investing for retirement. We won’t talk down --instead, we’ll listen. We understand that you’re looking for a team who supports you, cheers you on and celebrates your financial victories right alongside you.

We are that team. The place you knew in your heart existed and have finally found. So, welcome. Come join us and the other individuals just like you who have taken the leap and joined us on the financial journey.

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Jeanette Perez

Jeanette Perez

Managing Partner

(404) 461-1022

(404) 255-8314

Keith Kim

Keith Kim, CFP®, ChFC®

Financial Planning Director

(404) 704-3167

(404) 255-8314

Sylvia Wendlandt

Sylvia Wendlandt

Marketing Coordinator

(404) 461-1022

(404) 255-8314

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.
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Lesser Known Provisions of the SECURE Act

Learn about clauses in the SECURE Act that affect 401Ks, students, and families.
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What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.
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Alliance Partners

Alliance firms are not affiliated with MML Investors Services, LLC. and are solely responsible for their own products and services provided.