Offering In-Person and Video Meetings
In-Person Meeting Locations
Video Meetings – Bringing the Planning to You
Many clients choose to meet us by video, and we are happy to provide those services. Save time and avoid hassle by never leaving your home/office. Mel, Steve or Scott can meet you in-person, by video conferencing, or a combination.
Easy-to-use technology to engage with your advisor.
Ideal for busy professionals, families with active kids, and those that want to avoid Atlanta’s heavy traffic.