Business Description

We specialize in small business advising, home based or outside the home. We offer integrated services for newly started businesses to well established. We also offer tax and financial services for families and individuals as well. We help people realize their dreams and keep their promises. Our real specialty is "personal" customer service and building long mutually beneficial relationships.

Services Offered

	To request additional information please call us at (678) 430-3225 or visit our Website. To submit a request please click on the services offered below.
	401K Plan Rollover Accounting & Bookkeeping Business Tax Preparation Education Plans Financial Planners Retirement Planning Tax Preparation

Frequently Asked Questions

Financial Planners
Q.	What are your qualifications? What is your education background?

Q.	What is your approach to financial planning?

Q.	What services do you offer?

Q.	Will you be the only person working with me?

Q.	How are you compensated? How will I pay for your services?

Q.	If you are going to manage my account, will you obtain my permission every time you buy or sell something?

Q.	Do you offer any guaranteed results?

Q.	How much risk should I be willing to take?

Q.	Have you ever been charged with any breaches?

Accounting & Bookkeeping
Q.	What services do you provide? What are your specialities?

Q.	What are your qualifications? What professional certifications do you have?

Q.	How do you charge for your services?

Q.	Why should we use you for our accounting needs?

Business Tax Preparation
Q.	What are your qualifications and experience?

Q.	Will you come to our location?

Q.	What are your rates?

Q.	Why should we choose you for our tax needs?

Tax Preparation
Q.	What are your qualifications and experience?

Q.	Will you come to my location?

Q.	What are your rates?

Q.	Why should I choose you for my tax needs?

401K Plan Rollover
Q.	What are your qualifications?

Q.	What is your approach to 401 K plan rollovers?

Q.	How long does the process of rolling over a 401K plan usually take?

Q.	What financial institutions do you represent?

Q.	How many years of experience do you have?

Q.	What are your fees for this service?

Q.	Why should I roll over my 401K plan to your firm?

Q.	Do you provide a free initial consultation?

Q.	What are your qualifications? What is your education background?
Certified Financial Planner™ Graduate of Oglethorpe University Certificate in Financial Planning

Q.	What is your approach to financial planning?
Needs based financial planning.

Q.	What services do you offer?
- Full financial plans - Segmented financial plans - Investment advisement - Asset management

Q.	Will you be the only person working with me?
Yes

Q.	How are you compensated? How will I pay for your services?
- Fee Only Planning - Commissions - Combination of fee and commissions We structure our compensation with the client needs and the clients preference in mind.

Q.	If you are going to manage my account, will you obtain my permission every time you buy or sell something?
Yes, unless you as the client give written discreationary authority to do otherwise.

Q.	Do you offer any guaranteed results?
No

Q.	How much risk should I be willing to take?
It depends on your financial profile and stage in life.

Q.	Have you ever been charged with any breaches?
No

Q.	What services do you provide? What are your specialities?
- Tax Preparation and Planning - Payroll Services - QuickBooks® Installation and Consulting - General Accounting and Bookkeeping Services

Q.	What are your qualifications? What professional certifications do you have?
- Michael J. Robertson has a BBA in Accounting from Mercer University - Michael J. Robertson is an EA - Enrolled Agent licensed to practice before the IRS since July 1996 - Michael J. Robertson is a Certified Financial Planner™ professional. - Michael J. Robertson also holds the following designations as well: - ABA - Accredited Businsess Accountant - ECS - Elder Care Specialist

Q.	How do you charge for your services?
- Set Project Fees - Hourly

Q.	Why should we use you for our accounting needs?
I have been providing accounting and tax services for over 20 years and financial planning services for over 10 years.

Q.	What are your qualifications and experience?
- Tax Preparation and Planning - Payroll Services - QuickBooks® Installation and Consulting - General Accounting and Bookkeeping Services

Q.	Will you come to our location?
- Determined on a case by case. - Many services can be provided remotely.

Q.	What are your rates?
- Business returns start at $600

Q.	Why should we choose you for our tax needs?
We have been preparing business returns for over 20 years.

Q.	What are your qualifications and experience?
- Michael J. Robertson has a BBA in Accounting from Mercer University - Michael J. Robertson is an EA - Enrolled Agent licensed to practice before the IRS since July 1996 - Michael J. Robertson is a Certified Financial Planner™ professional. - Michael J. Robertson also holds the following designations as well: - ABA - Accredited Businsess Accountant - ECS - Elder Care Specialist

Q.	Will you come to my location?
Determined on a case by case.

Q.	What are your rates?
Personal returns begin at $125 and the final price is determined upon the complexity of the return.

Q.	Why should I choose you for my tax needs?
Experience and integrity.

Q.	What are your qualifications?
- Michael J. Robertson is a Certified Financial Planner™ professional. - Michael J. Robertson is an EA - Enrolled Agent licensed to practice before the IRS since July 1996

Q.	What is your approach to 401 K plan rollovers?
I will sit down with the client and discuss the clients current situation and future goals for retirement.

Q.	How long does the process of rolling over a 401K plan usually take?
Depends on the organization currently administering the plan.

Q.	What financial institutions do you represent?
- Sigma Financial Corporation - Independent Broker Dealer - Sigma Planning Corporation - Registered Investment Advisor

Q.	How many years of experience do you have?
Michael J. Robertson has been providing financial services since September 1997.

Q.	What are your fees for this service?
Depends on the client's needs. Hourly fees are $175/hr. If client is in need of asset management, then an asset management fee will apply. Fees will be applied based on the client's preference and selection of services.

Q.	Why should I roll over my 401K plan to your firm?
Financial planning is a very personal process. I take great care in advising every client from those individuals just starting out to the executive leaving his company of 30+ years.

Q.	Do you provide a free initial consultation?
Yes