ACTION ITEMS as we approach 2014

The end of the year is an ideal time to examine your financial health and update your financial plans.
  • Do you have a definitive financial retirement plan?
  • Has your financial plan been adjusted for your life changes?
  • Are you still on track to reach your retirement dreams/goals?
  • Can your retirement successfully withstand another stock market correction?
  • Is your portfolio positioned for rising interest rates and a potential bond market decline?
  • Have there been any life changes (marriages,deaths, divorces, etc.) since your financial plan was last reviewed and adjusted?
  • Do you anticipate any up coming life changes?

Here is a list of services that we can provide that could make a difference in helping you to reach your dreams and goals.

ACTION ITEMS
  • Social Security Maximization Report – complimentary
    • Maximizing Your Benefits
    • Filling the Income Gap
    • Consider the effects of Social Security Taxation on your net benefits
    • How does/will working in retirement affect your benefits
  • Retirement Plan
    • Prepare New Plan – schedule a complimentary appointment
    • 2nd Opinion on Current Plan – complimentary
  • Annuity Policy Review  – complimentary(recommended for policies older than 3 years)
  • Life Insurance Policy Review  – complimentary (recommended for policies older than 3 years)
  • Beneficiary Review – complimentary
  • Portfolio Analysis and Review – complimentary
For any of these services, or to schedule your complimentary, no obligation consultation, email or call 770-817-8988.

Leroy Tanker CPA/PFS, CFP receives 2013 Five Star Professional Wealth Manager Award

Leroy Tanker CPA/PFS, CFP® Receives 2013 Five Star Professional Wealth Manager Award

Five Star Professional has awarded the 2013 Five Star Wealth Manager award to Leroy Tanker, CPA/PFS, CFP®. This is the second consecutive year that Tanker has received the award.
Five StarThe award recognizes Wealth Managers who satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Five Star Professional relied on nominations, surveys and internal and external research data to identify and screen award recipients. Tanker is among a select group of professionals since fewer than four percent of the 18,400 wealth managers in the Atlanta area were selected. The award recipients appeared in a special edition of the October issue of Atlanta Magazine.Tanker is the Managing Member of Legacy Wealth Advisor, LLC and a Financial Advisor with BGA Wealth Advisors. He has more than 37 years of experience in the financial services industry.  Tanker and his team provide a comprehensive range of wealth management services to individuals and businesses, including social security planning, retirement planning, financial planning, wealth management, retirement plan consulting, and investment management/advisory services.

Five Star Professional conducts market specific research throughout the United States and Canada to help consumers find service professionals who provide quality services to their clients. Five Star Professional was founded in 2003 and is based in Minneapolis, MN