Executives
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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
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.