Century Plan Solutions, LLC is an Atlanta based retirement and financial services firm. We have provided planning and investment strategies to individuals and businesses for over 30 years. No matter what phase of life you find yourself in, we can provide you with services, tools, and guidance to help you prepare for and transition into retirement.

Our many years of experience in the financial services industry make us highly qualified to serve you and your family. Not all financial planners in Atlanta Georgia are created equal! Choose to work with a CERTIFIED FINANCIAL PLANNER ™.  (*Click here for why it is important to work with a CFP® in Atlanta GA) 

Many people ask: “Am I on track to meet my retirement goals?” That depends on a lot of factors. We will help you formulate a plan and put that plan into action no matter what life-stage you are in.

10 -15 years from Retirement: Building Assets / Accumulation Phase

• If you have a company sponsored retirement plan, make sure you are taking full advantage of it and other tax-deferred strategies to optimize saving.
• A financial plan can be key at this phase as a map to guide you toward retirement
• Make sure your investments are on track to get you to your destination

5 years from Retirement:  As you approach retirement, the way you think about your finances changes.

• Envision what a successful lifestyle in retirement looks like to you. We will help you work toward bringing that vision to life.
• Retirement Planning – with a budget for income needed, we will prepare a personal retirement plan to help ensure that you are on track to meet your goal of retiring within a specific time frame. This plan will take into account all aspects of your financial situation including but not limited to,  income, expenses, investments, social security, pensions, health insurance /Medicare, taxes, insurance expenses, inflation, and survivorship needs.

Currently Retired: Rather than focusing on the saving, investment, and accumulation of retirement assets, you have an entirely new set of challenges to face.

• Currently retired and need guidance with investments.
• Retirement Income Planning – a comprehensive process that starts with your goals and expectations
• Required Minimum Distribution Planning (RMDs)
• Individual Retirement Accounts (IRAs)
• 401(k) / Qualified Plan Rollover services
• IRA to IRA transfer
• Estate Planning / Wealth Transfer

Life can bring unexpected challenges to anyone. For many people, these include juggling a career and family, divorce, changing jobs, retirement, widowhood, or caring for a disabled spouse or aging parents.

People often struggle to understand their financial choices at these difficult transition stages and are looking for a trusted financial consultant that will empower them to make smart decisions. Having been through some of these life events herself, Allison Reeves has a deep understanding of many of these challenges - both from a female perspective as well as her years of experience as an investment consultant in Atlanta, Georgia. Allison has helped individuals during transitional phases of life for over 30 years.
 

We would love to have the opportunity to serve you – please call to set up a free consultation. 770-414-0065