Whitney

Location:

Atlanta, GA

Member since:

February 25, 2013

Please provide a personal introduction.

I have been with The Financial Strategies of Georgia for over three years and am in practice with my parents, who have been in the business of insurance and investments for more than 30 years.

Please describe the nature of your business.

We work with investors primarily looking for someone to help with retirement planning, which includes individuals, small business owners, and family businesses. We have also begun to focus on young families and professionals looking to start their own retirement and investment planning.

What are your goals for joining this group?

I look forward to becoming more knowledgeable about the options available to our business owning clients (or those looking to start or takeover businesses) when it comes to succession planning.

Introduction

I'm Whitney Bryant, a Financial Advisor with The Financial Strategies of Georgia. We are a boutique firm dedicated to helping individuals and small business owners achieve their financial goals.


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