Who We Serve

At Georgia Investors Services, LTD, we work with families, individuals and small business owners. Over the years, we have compiled a list of common issues and questions that we have addressed with our clients. If one or more of the following pertains to your current situation, Georgia Investors Services can help:

• Do I have enough money to live comfortably during retirement? How much will I need to save?

• What alternative investing strategy can I incorporate to protect my assets from another 30-40% drop in the market?

• My advisor is currently not in touch with me and does not understand my goals and objectives; can you take a look at my portfolio to get me back on track?

• I want to make sure my family is taken care of in the event of an untimely death or disability. Can we look at these scenarios?

• I am selling a business and need an estate planning strategy to transfer assets tax efficiently; please help.

• I want to plan for funding a particular goal, such as paying for my child's college education or caring for one of my family member's estate after he/she is gone.

• I enjoy managing my own investment portfolio but would like a detailed retirement plan projection to assess the risk of running out of money in my 70's or 80's and beyond.

• I would like to mitigate the tax liability for my heirs and preserve my estate by using special planning techniques today.

• I run a small business and would like to increase my employee benefits package in order to attract and retain qualified employees.

• I have no idea how to invest my 401k to coordinate with my IRA. Can you help?

These are only a few special issues we have included for the website. If you have other questions you would like to discuss, please call us today to set up a complimentary meeting!

Tax/Legal Advice

Neither NEXT Financial Group, Inc. nor it's representatives offer tax or legal advice. Please consult your tax or legal professional before taking any action.