Comprehensive Financial Planning in Alpharetta, GA
Whether you're planning for retirement, growing your investments, or protecting your family's future, we're here to help.
Top Financial Planning Services in Alpharetta
Ensure you have a solid strategy in place to make your money last and support the lifestyle you want in retirement.
Build a diversified portfolio aligned with your risk tolerance and long-term financial goals, while actively managing market changes.
Reduce unnecessary tax burdens and keep more of what you earn with tax-efficient investing and income strategies.
Protect your wealth, minimize estate taxes, and ensure your assets are passed on smoothly to your heirs.
Get a personalized plan that optimizes your income, spending, and savings so your finances work for you—now and in the future.
Identify potential risks and implement smart insurance strategies to safeguard your family and assets.
FAQs
Get your questions answered about our financal planning services.
We take a client-first approach, listening to your lifestyle, priorities, and dreams. Whether it’s creating a custom budget with zero-based budgeting or designing an investment portfolio aligned with your risk tolerance, we craft strategies that feel personal and empowering.
Zero-based budgeting is a technique we use where every dollar you earn is assigned a purpose—covering expenses, savings, or investments—leaving no waste. It’s a fresh-start approach each month that encourages mindful spending and aligns your finances with your goals.
We create customized investment portfolios with a focus on diversification—spreading your money across stocks, bonds, and real estate. This balances risk and growth, aligning with your long-term objectives and comfort level.
We adapt your financial plan as markets shift and your life evolves. With ongoing support and expert insights, we help you seize opportunities, avoid pitfalls, and maintain economic stability for the future.
Our commitment to transparency, personalized strategies, and client education sets us apart. We use straightforward language to explain complex ideas, ensuring you understand and own your financial decisions.
Look for expertise, personalization, and trust. At Daner Wealth Management, Marc Daner and Kellie M. Borror bring years of experience and a client-first philosophy to craft plans that secure your wealth and legacy.
Still have questions?
Let's setup a time to talk!
This isn’t just about numbers—it’s about YOU. We’ll sit down and talk about your dreams, concerns, and financial goals, whether it’s retiring comfortably, growing your wealth, or making sure your family is taken care of.
We’ll create a custom financial strategy designed around your needs—covering retirement, investments, tax planning, and protecting what you’ve built. Every recommendation is tailored to help you feel secure and in control.
We don’t just hand you a plan and send you on your way. We’re here for you, year after year, adjusting your strategy as life changes—so you can move forward with confidence, knowing we’ve got your back.
