Income Planning
AND

Retirement Accumulation

WHY CHOOSE US?

Retirement Planning Guidance

We organize all of your assets and put those assets to work for you.

Create Your Own Income

Learn how to outlive your money by creating your own Personal-Pension.

401(k), 403(b), 457(b) Rollovers

Have an old retirement account with a former employer? Consolidate your retirement accounts today.

Long Term Care Insurance (LTCi)

Learn how to plan and prepare for future long term care expenses today.

Tax Preparation Services

Tax filing season is around the corner. We assist our clients with their individual income tax preparation needs.

what we offer

Our Services

We serve retirees in the greater Atlanta area by organizing their assets and putting those assets to work for them. Our guidance is tailored to support our client’s current lifestyle, retirement income needs, and legacy goals while making them feel comfortable at every step.

IRA -401(k)

403(b) -457(b) -401(a)

Life Insurance

Long Term Care Insurance (LTCi)

Tax Preparation Services

 Business Owner Retirement - Business Insurance Solutions

About Us

Who We Are

We are a financial advisor team that strives to be your #1 resource in the financial services world. We provide you with confidence to know that you are making informed financial decisions. We are passionate about our clients, willing to listen, and willing to meet your needs even as they change. Call us today!

Accumulating Wealth
Providing Income for Retirement
Managing Risk & Income Taxes
Preserving Your Wealth

What Are Your Retirement Anwers?

3 Most Commonly Addressed Items:

When it comes to preparing for retirement, 3 questions you'll want to address are:

-Do you know how much you'll need to retire comfortably?

-Do you think you'll have enough, not enough, or just enough?

-Do you think it'd be beneficial to know?

We're here to help. If you don't know your answers off-hand, let us help you identify your retirement answers today!
Your Future Awaits

Process

100-Day New Client Experience

Select A Project

Every new client will receive a 100-Day New Client Experience.

Project Analysis

We cherish relationships. As such, we provide this planning piece to set the proper expectations with our new clients. 

Deliver Result

Life is challenging enough. One of our goals is to eliminate financial surprises along the way. This typically leads to increased client confidence, while also providing our clients with freedom to pursue life passions. 

Process

FAQS

New Client Owner's Manual

We are a financial advisor team who serves as both a resource and an advocate for our clients. Our clients report increased peace of mind knowing that they have a friend in the financial services world.

We serve retirees, executives, and business owners in the areas of retirement income planning and asset preservation in and around the state of Georgia. We organize our client’s assets and put those assets to work for them.

We firmly belive that we have the ability to improve the personal and professional lives of others. With over a decade of experience, we’ve seen financial pitfalls and we’re here to help you avoid them. 

Every new client will receive his or her own personal New Client Owner’s Manual. Our intent is to welcome our new clients with an “Owner’s Manual” that’s specifically tailored towards them.

 

When life happens, our clients instinctively know who to call (and when) whether it’s scheduling an appointment or review, product or service information, change of address, account information, disbursements, or general inquiries.

 

We strive to provide our clients with all the information they’ll need in advance.

Call Us Today at (770) 910-7055

Monday – Friday 9:00am – 6:00pm EST

                             OR

Email Us at WMFstrategy@pm.me

Anytime

Schedule an Appointment

Schedule a free portfolio review now -> ->

Monday – Friday 9:00am – 6:00pm EST

(770) 910-7055

Our Team

Meet Our Experts

Matthew Wheeler - Financial Advisor - Tax Preparer


Access to the Nation's Top Carrers
  • -AIG                                                           
  • -Allianz                                                       
  • -American National                                 
  • -Ameritas Life                                          
  • -Assurity Life                                            
  • -Athene                                                      
  • -Bestow                                                       
  • -Deleware Life                                          
  • -Equitable Financial Life                         
  • -Equitrust                                                    
  • -Fidelity Security Life                               
  • -Foresters Financial                               
  • -Gerber Life                                              
  • -Global Atlantic                                        
  • -Great American                                         
  • -Guarian Life Insurance Company         
  • -Guggenheim Life & Annuity                      
  • -John Hancock                  
  • -Legal  General America
  • -LifeSecure 
  • -Lincoln Financial Group 
  • -Lloyd's of London 
  • -MassMutual 
  • -Mutual of Omaha 
  • -National Guardian Life 
  • -National Life Group 
  • -Nationwide 
  • -New York Life 
  • -North American Company 
  • -OneAmerica 
  • -Pacific Life 
  • -Penn Mutual 
  • -Principal Financial Group 
  • -Protective 
  • -Prudential Financial
  • -Sagicor
  • -SBLI
  • -Securian
  • -Security Mutual Life Insurance Company
  • -Symetra
  • -The Standard
  • -TransAmerica
  • -Western & Southern
 

Questions?

  • Connect with us on LinkedIn
  • Send an email to WMFstreategy@pm.me
  • Call us at (770) 910-7055

Let's Communicate!