In Meeting

In Meeting

Business Meeting

Business Meeting

Businessman

Businessman

Family at a Beach

Family at a Beach

Military Humvee

Military Humvee

Smiling Girl

Smiling Girl

Man Wearing Sunglasses

Man Wearing Sunglasses

Outside Dinner

Outside Dinner

Mother and Daughter

Mother and Daughter

Happy Family

Happy Family

Our clientele ranges from private individuals to partnerships and corporate entities across all sectors. Our clients have innovative careers and complex situations that require a different approach from the traditional way of managing wealth and relationships.

Our clients have what I like to call an average future forward net worth of $15.5 million dollars. Future forward net worth is the future value of our average clients discretionary cash flows invested over the next 8 to 12 years with our firm.

Our clients also seek consistent returns that are in line with their overall financial objectives. We tie in all areas of the entire financial planning process in every decision we make for our clients. A decision to invest additional assets in the market may be a good move; however, ensuring that there is proper insurance coverage for an unexpected disability to fund that investment would be discussed first.

© 2017 by Pragmatic Financial Strategies

Securities offered through Shareholders Services Group in affiliation with Pershing LLC/BNY Mellon member FINRA/SIPC

  • LinkedIn Social Icon
  • Facebook Social Icon
  • Twitter Social Icon

Virtual Offices

Atlanta, GA 30339

​Mobile: (404)-580-6474