Financial Advisors in Savannah, Georgia (Chatham County)

Marvin Jackson, CFP
Abacus uses the financial planning process to help clients align their financial life with the values and life goals which are most important to them. This balanced approach optimizes the clients' probability of achieving financial well-being and personal success.
Many of our clients are preparing for or experiencing one of life's transitional phases, such as: retirement, marriage, changing careers, or pursuing a new direction in life. We adapt the process of financial planning to each client's situation and serve as fiduciaries, focused on your best interests, at all times. ... See More

Michael Dayoub, CFP, MBA
At Alpha Financial Management we use the following systematic consulting process for uncovering your most important goals and for designing and implementing appropriate solutions.

The first two meetings are complimentary.

1. Discovery Meeting. At our initial meeting, we conduct a discovery interview. This helps us identify the challenges you face in achieving all that is important to you. We examine your current situation, the goals you would like to achieve and how we can maximize the possibility of achieving those goals. 2. Investment Plan Meeting. At this meeting, we present our diagnostic of your current situation and our recommendations for how we can bridge the gaps in order for you to reach your goals. This plan forms the foundation for all of our work together. 3. Mutual Commitment Meeting. At this meeting, we are ready to make a mutual decision about whether our firm can add substantial value and whether we should proceed. Should we both choose to work together, we commit to each other to work toward achieving everything that is important to you and your family. We also execute the documents necessary to put your investment plan into motion. 4. 45-Day Follow-Up Meeting. When you have multiple investment accounts, it's easy to become overwhelmed with the amount of paperwork you receive. At this meeting, we help you organize all that paperwork in a notebook that we provide. We also answer any questions you may have so that you understand exactly what is happening with your money. 5. Regular Progress Meetings. These meetings are an opportunity to review any major changes in your personal or financial situation and make adjustments to your investment plan. These meetings also give us time to address advanced planning topics such as taxes, charitable giving, estate, and risk management. ... See More

G. Christian Mauser, CFP, CRC, CRPC
As an Atlanta-based Fee-Only financial planner since 1991, Resource Planning Group believes that financial advisors should be willing to be accountable as fiduciaries. A fiduciary is required to put their client's financial interest ahead of their business interests. Financial institutions, such as brokerages, banks and insurance agencies have steadfastly refused to do that. Representatives of those institutions, which include registered representatives and licensed insurance agents, are only required to reasonably believe that their investment and insurance recommendations are "suitable" for their clients. Being a Certified Financial Planner (CFP) does not necessarily mean that you consider yourself a fiduciary. Only in doing business with a Registered Investment Advisor (RIA), a Certified Public Accountant (CPA) or a Financial Planner who is a member of the National Association of Personal Financial Advisors (NAPFA), can you be confident that you are dealing with a true fiduciary. Furthermore, our business model is only profitable if we are successful in establishing a long term relationship with our clients. For us to accomplish that, we must consistently put our client's interests first.... See More

RPG is a fee-only financial advisory business that provides comprehensive wealth management services to middle class millionaires. Middle class millionaires do not think of themselves as rich, but they have lived financially responsible lives and have accumulated wealth that they feel an obligation to manage well.... See More