A good financial planner can make all the difference. Chris Morris is a certified finanacial planner in Atlanta who can help you develop a plan and then work the plan.  Chris has been a CFO of some Fortune 500 companies.  He knows the top money managers around the country and knows how to manage large amounts of money in order to get the highest return with the lowest possible risk.

Do You Have a Financial Plan?

A smart financial planner might be able to free up some money so you can buy a bigger home.

When was the last time someone took a good look at your total financial outlook?  Not just one small part but how everything fits together.  

1. Insurance 

Life:  Do you have enough? Will it be enough  to do what you want?

Disability:  What would happen to your family if you couldn't work any more?   

Auto:  Are you protected as well as you should be?

Liability:  What if someone sued you? Are you covered?  

2.  Investments   

Are you saving enough for retirement?  Are you diversified?   Are you taking more investment risk than necessary?

3.  Taxes  

Are you missing ways to reduce your taxes?  Can you keep more money in your pocket by restructuring your investments?

Would you build a home without a set of blue prints?   The  plumber and the carpenter and the bricklayer and all the other craftsmen need to be all working from the same plan in order build a house that fits together.   A good financial planner is like an architect.  They help you see what  your financial house can look like.  What features do you want?  Everyone is different.  What works for one person isn't necessarily right for another person.  You start with a solid foundation and build from there.  You have your CPA and your stock broker and your insurance person all working together on the same plan.

There are many "financial planners" out there but I very few are actually certified financial planners (CFP)  I highly recommend that you talk with Chris Morrie, president of CMA Financial Services.

Chris is a no nonsense guy who I'm sure you'll feel comfortable with.  Give him a call and set up a free, no obligation consultation with him.  His style is very much like mine, no pressure, just honest advice.

Tell him Tim told you to call.  

Sincerely,

Tim Maitski
Atlanta Communities Real Estate Brokerage

cell 404-216-0472

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Our market area is in the north metro Atlanta area.  We service Cobb County, north Fulton County, Dekalb County, Forsyth County and Gwinnett County.  We are very familiar with Sandy Springs, Dunwoody, Marietta, Roswell, Alpharetta, Buckhead, and Midtown. 

We have sold homes inside the perimeter and outside the perimeter.  We can't know everything so for clients who want to look for property in Peachtree City, Newnan, Stone Mountain, Douglasville, Macon and areas further out we will gladly recommend a good agent who specializes in those areas.

We help buyers negotiate with builders for residential new construction houses. New houses in Atlanta are hot right now. We can represent you in the purchase of your new house built by any of the following builders: Torrey Homes, MDC Homes, Centex Homes, Pulte Homes, Morrison Homes, Ryland Homes, John Wieland Homes, Winmark Homes, Meridian Homes, John Willis Homes, Benchmark Homes and many more home builders.

We can help clients find short term apartments for rent but normally we don't work with clients who are just looking for rentals.  We do help clients find Atlanta condos.  We can also help you purchase HUD homes in Atlanta.  We are an authorized agent with them and have the HUD key to get into HUD homes.  We have access to foreclosure homes that banks want to sell.

We love showing executive homes and luxury homes. We always like to know how people find our site.  Send us an email and tell us which search term you used. Some terms that we might be found by are realty Atlanta, Ga homes, Atlanta realty, condos Atlanta, Atlanta realestate, Atlanta property, houses Atlanta, Atlanta realtors, Ga houses, or realtors Atlanta.  Maybe you found us by typing in Atlanta MLS listings, or Atlanta MLS search, or MLS Atlanta GA. Hopefully we don't come up under nursing homes or funeral homes.

It is always amazing to me how the Internet can allow total strangers to find each other and build new business relationships.  It truly is becoming a small, interconnected world.

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