1225 Johnson Ferry Road
Financial Stability Starts Here
Don't Just Dream, Plan! SM
When should you claim your Social Security benefit? It depends; but we can share some factors to help you make the right decision for you and your spouse. Join us to learn the latest in claiming strategies for your benefits.
Scheduling new Social Security Workshops soon. Please contact us directly if we can answer any Social Security questions.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
The Elliott and Associates Wealth Advisors, Inc. team includes Curt Coulombe and Duffy Elliott in Marietta, Georgia and a host of experts and support personnel at Cetera Advisors across the country.
Working with one family at a time, we keep the client's best interest as our central focus with customized solutions by designing, implementing, updating and monitoring a comprehensive financial strategy to help the client pursue their goals.
Busy lifestyles and multiple priorities make investing more challenging than ever. In today's complex and ever changing financial marketplace, it is important to take a comprehensive approach to preparing for your financial future.
As you may know, Curt hiked on El Camino de Santiago. He kept us up to date here:
Your Emergency Fund: How Much is Enough?
Where is the Market Headed?
Are You Ready For Retirement?
Retirement is much more than an algebraic equation. Are you fit to retire? Complete your fit-to-retire assessment. Start Here
We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.