Michael L. Edmondson

Financial Advisor

CFP®

Capital and Planning2242 Mt. Zion Road, Jonesboro, GA 30236

Broker Affiliation: LPL Financial

Languages: English

My Approach

Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.

The Clients I Serve

Executives, High Earning First Generation, Retirees or Seniors

Major Milestones I Specialize In

Career Changes or Job Loss, Early Retirement or Financial Independence, Retirement Planning

Our 7 Steps to Financial Planning

Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.

Summarized from the CFP® Board's Practice Standards. cfp.net

My Process

We offer goal-oriented financial planning. As a fiduciary, when acting in an advisory capacity, Michael Edmondson puts his clients’ interest first. Capital and Planning provides financial guidance primarily on a fee-basis, which aligns our interests directly with our clients’ interests. The result is a professional relationship where clients can have confidence that their financial future is cared for every step of the way, and that decisions about their investments are made for the right reasons.

Disclosures

Securities offered through LPL, Member FINRA/SIPC. Investment advice offered through Capital and Planning, a registered investment advisor and separate entity from LPL Financial.

This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.