Elbert McWilliams is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at McWilliams Financial Advisory Group LLC in Atlanta, GA and the surrounding communities.
McWilliams Financial Advisory Group LLC provides personalized confidential financial planning and investment management to individuals, pension and profit sharing plans, trusts, estates, charitable organizations and small businesses. Advice is provided through consultation with the client and may include: determination of financial objectives, identification of financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. We are uniquely experienced in providing comprehensive planning services for clients. A free one-hour consultation is provided to prospective clients so that we may determine if our services meet their needs.
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Even with recent revisions to the Federal Estate Tax System, many people are still rightfully concerned over costs when their assets pass to...Read More >