Welcome to Wealth Enhancement & Preservation of Georgia 

Wealth Enhancement & Preservation of Georgia is an independent fee-based wealth management firm specializing in retirement income planning, asset accumulation and preservation.

We partner with you to implement personal wealth management strategies designed to allow you to maintain your lifestyle with the ability to grow your assets. We also collaborate with your tax and legal professionals.

WE PROVIDE:

    •  Customized solutions designed to fit your needs
    •  Timely information delivered to you
    •  Explanations of economic conditions 
    •  Thorough analysis to drive your planning 
    •  Investment Strategies that actively manage risk

 

Feel free to browse our site. You'll find a variety of articles, calculators, and research reports that we hope will answer your questions or stimulate your interest.

 

If you have any questions, would like to recieve our  Weekly Market Update or schedule a complimentary meeting to discuss your specific goals and needs, contact us today!
 
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We look forward to helping you meet your financial needs!
 
 

 

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Securities Licensed in CA, FL, GA, IL, NJ, NY SC

RIA Licensed in FL, GA, SC
Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

More Calculators →

Newsletters

Averaging Ups and Downs

Stock market volatility was the norm in 2011, and that can be hard on an investor’s nerves. Utilizing a dollar-cost averaging strategy may help even out your portfolio’s ups and downs, as explained in this article.

Ways to Save More

About two out of three American workers are saving for retirement, but less than half are confident that they will save enough money to live comfortably during their retirement years. This article includes suggestions for readers to take small steps that could make a big difference when they are ready to retire.

The Difference Between the Debt and the Deficit

The terms "debt" and "deficit" are often used interchangeably to describe the federal government's financial situation, yet they have significantly different meanings. This explanation of the budget deficit and the national debt may help readers understand the conversation.

Variable Annuities and Your Retirement Strategy

An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. A variable annuity enables investors to pursue investment gains with the option to purchase guarantees (for an additional cost) to help protect against the downside risks of investing in the markets.

More Newsletters →