Whitney Bryant CFP® CRPC®

Whitney Bryant CFP® CRPC®

Financial Planner

Many people believe that their financial well-being is linked solely to their ability to earn a high income. True financial independence, though, comes understanding and taking advantage of your current financial situation. Setting financial goals and learning to use financial strategies will help you meet your objectives.

My goal as a CERTIFIED FINANCIAL PLANNER™ professional is to help you plan for financial security. Whether your goals involve building wealth through investing, funding a child's college education, planning for a comfortable retirement, or protecting your estate, we can help you develop a roadmap designed to reach your goals and make wise decisions to help improve your financial situation.

When completing a personal or family financial strategy we work together to:

  • Gather and analyz your financial situation to develop a clear picture of your specific needs, goals, assets, liabilities, and risk tolerance.
  • Design and implement a plan that takes into account the full range of needs you have now, and those needs you may have in the future.
  • Periodically review your strategy, consult with you to make appropriate adjustments, and assist you in keeping your plan on track.

Please call if you have questions about us or the range of financial  services we provide.

Phone (770) 640-7884
Fax (770) 640-0277