Certified Planners Group, LLC

Certified Planners Group, LLC Certified Planners Group, LLC was founded with the goal of assisting our clients in every aspect of their financial lives.

We've provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence. Our Commitment:
Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only do clients find our team members knowledgeable, bu

t they also discover that our staff truly cares about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams. Our Principle:
Our company is based on the principle that education and understanding of one's current financial situation is vital to successfully make prudent decisions concerning one's future financial condition.

Find out what happens when you agree to share usage data with device manufacturers.
03/24/2022

Find out what happens when you agree to share usage data with device manufacturers.

Consumer Reports fills you in on what you agree to when you share usage and analytics data with tech companies such as Amazon, Apple, Google, and Microsoft.

If you like my service or have feedback to share, don't forget to leave a review on my site.
03/22/2022

If you like my service or have feedback to share, don't forget to leave a review on my site.

If we’ve worked together in the past and you had a great experience, would you pay it forward with a review? Thanks so much in advance.

Did you know that the Secure Act made a big change for beneficiaries of individual retirement accounts and 401(k) plans?...
03/21/2022

Did you know that the Secure Act made a big change for beneficiaries of individual retirement accounts and 401(k) plans? Find out more.

A provision of the 2019 Secure Act could impact your retirement savings plans or strategies to transfer wealth to future generations.

Many retirees head to Florida for part of the year. Does this mean they can enjoy the tax benefits of being a resident?
03/18/2022

Many retirees head to Florida for part of the year. Does this mean they can enjoy the tax benefits of being a resident?

If you're wintering in Florida but live in a high-tax state up north during the summer months, you can save a lot of money by establishing permanent residency in Florida.

Charitable giving can be a powerful force of good and a useful tax strategy.
03/15/2022

Charitable giving can be a powerful force of good and a useful tax strategy.

Do you have questions? Reach out today.

The twice-monthly newsletter discusses financial news, retirement topics and more.
03/12/2022

The twice-monthly newsletter discusses financial news, retirement topics and more.

Sign up and stay tuned for this week's posts.

Entrepreneurs and consultants might need to spend a little more time organizing their finances since their paychecks can...
03/10/2022

Entrepreneurs and consultants might need to spend a little more time organizing their finances since their paychecks can be unpredictable. Here's what to keep in mind.

Here are some smart ways to ensure you have enough to pay your bills, minimize debt and build savings despite having a fluctuating income.

Have you come across any of these scams lately? These are the warning signs you and your family members may want to watc...
03/07/2022

Have you come across any of these scams lately? These are the warning signs you and your family members may want to watch out for.

Consumer Reports shows you how to protect yourself from common scams, including imposter, employment, online shopping, sweepstakes, and investment schemes.

If you've worked from home in the past or plan to in the future, find out which deductions you might be able to claim.
03/04/2022

If you've worked from home in the past or plan to in the future, find out which deductions you might be able to claim.

If you worked from home last year, whether you can claim the home office deduction on your tax return may depend on your employment status.

When you have multiple milestones on the horizon, how do you establish your priorities?
03/01/2022

When you have multiple milestones on the horizon, how do you establish your priorities?

Reach out if you have any questions.

The twice-monthly newsletter sheds light on everyday money matters.
02/26/2022

The twice-monthly newsletter sheds light on everyday money matters.

Sign up and stay tuned for this week's posts.

Address

1819 Buford Highway Ste B
Buford, GA
30518

Telephone

+17703559686

Website

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