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Text Content

PLANNING YOUR WAY

678-244-2600

 

MENU
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 * Contact
 * Gallery 
   * EMICO's Client Community
   * Kate & Family


HOW TO BAKE A PIE-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

Learn More


BULL AND BEAR GO TO MARKET

Learn about the difference between bulls and bears—markets, that is!

Learn More


PREPARATION IS THE KEY TO RETIREMENT

The simplest ideas can sometimes make a massive difference over time. Enjoy this
brief video to learn more.

Learn More


RETIREMENT ACCOUNTS WHEN YOU CHANGE YOUR JOB

This video discusses issues related to your retirement accounts when you move on
from your job.

Learn More


EMICO ADVISORY SERVICES


PLANNING YOUR WAY



Welcome to EMICO Advisory Services, where planning YOUR way to financial peace
of mind is our expertise. Whether you are still receiving a paycheck or have
begun your retirement experience, we help you create and maintain a financial
plan that aligns with your visions and dreams for a secure and happy future. Our
approach is holistic, and revolves around all areas of your financial life,
including: 

 * Cash flow analysis – analyzing your needs and income resources
 * Investment Management – making your money work for you
 * Tax strategies – minimizing taxes to maximize assets
 * Risk/Protection Management – protecting what you have
 * Estate Planning – assisting families with wealth transfer

Helping you develop conviction about your financial plan is our underlying
objective.

At EMICO, we continue earning your trust by sharing our extensive knowledge,
educating you, and involving you in all decisions throughout our partnership.
Our success is measured by the long-term, meaningful relationships we continue
to have with our client community. Helping you develop conviction about your
financial plan is our underlying objective. We are committed to excellence in
everything we do. Our impeccable client service helps to reduce the stress in
managing your financial life. We consider it an honor and privilege to partner
with you, our clients, and guide you through a lifetime of sound financial
decisions.

Please look through our website to learn more about us. We pride ourselves in
getting to know you and your unique circumstances. If you desire the peace of
mind that comes with having an integrated and comprehensive financial plan, give
us a call or send us an email. We would enjoy hearing from you.




Give us a call or send us an email!




HELPFUL CONTENT


CAPITAL GAINS TAX ESTIMATOR

Use this calculator to estimate your capital gains tax.


YOUR SHIFTING RISK TOLERANCE

Time and market performance may subtly and slowly imbalance your portfolio.


BI-WEEKLY PAYMENTS

This calculator estimates the savings from paying a mortgage bi-weekly instead
of monthly.

 
 * Articles
 * Calculators
 * Videos

COUNTERACTING CAPITAL GAINS WITH TAX-LOSS HARVESTING

You may have heard the phrase "tax-loss harvesting." A financial professional
may be able to provide some guidance.

A PRIMER ON IRREVOCABLE LIFE INSURANCE TRUSTS

Irrevocable life insurance trusts can be important tools that may accomplish a
number of estate objectives.

CARING FOR AGING PARENTS

As our nation ages, many Americans are turning their attention to caring for
aging parents.

WHY EVERYONE NEEDS AN ESTATE STRATEGY

Do you have an estate strategy? You should.

EMOTIONAL VS. STRATEGIC DECISIONS

Information vs. instinct. Are your choices based on evidence of emotion?

CHOOSING A BUSINESS STRUCTURE

Entrepreneurs all face the same question, “Which business structure should I
adopt?”

VIEW ALL ARTICLES

ANNUITY COMPARISON

This calculator compares a hypothetical fixed annuity with an account where the
interest is taxed each year.

WHAT IS MY CURRENT NET WORTH?

Use this calculator to estimate your net worth by adding up your assets and
subtracting your liabilities.

COMPARING MORTGAGE TERMS

Estimate the total cost in today's dollars of various mortgage alternatives.

INFLATION & RETIREMENT

Estimate how much income may be needed at retirement to maintain your standard
of living.

WHAT IS MY CURRENT CASH FLOW?

Assess whether you are running “in the black” or “in the red” each month.

ASSESS YOUR LIFE INSURANCE NEEDS

This calculator estimates how much life insurance you would need to meet your
family's needs if you were to die prematurely.

VIEW ALL CALCULATORS

BEHAVIORAL FINANCE

An amusing and whimsical look at behavioral finance best practices for
investors.

WHAT SMART INVESTORS KNOW

Savvy investors take the time to separate emotion from fact.

THE POWER OF COMPOUND INTEREST

Learn how to harness the power of compound interest for your investments.

RETIREMENT ACCOUNTS WHEN YOU CHANGE YOUR JOB

This video discusses issues related to your retirement accounts when you move on
from your job.

TUNING YOUR SOCIAL SECURITY BENEFIT

When should you take your Social Security benefit?

SURPRISE! YOU’VE GOT MONEY!

Here’s a quick guide to checking to see if you have unclaimed money.

VIEW ALL VIDEOS

 


HAVE A QUESTION?

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Triad Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a
solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020
the California Consumer Privacy Act (CCPA) suggests the following link as an
extra measure to safeguard your data: Do not sell my personal information.

Copyright 2024 FMG Suite.



Osaic Advisory Form CRS

Securities offered through Triad Advisors, LLC Member FINRA/SIPC. Investment
Advisory services offered through Osaic Advisory Services, LLC (Osaic Advisory).
Triad and Osaic Advisory are separately owned, and other entities and/or
marketing names, products or services referenced here are independent of Triad
and Osaic Advisory.

This site is published for residents of the United States and is for
informational purposes only and does not constitute an offer to sell or a
solicitation of an offer to buy any investment or service that may be referenced
herein. Persons mentioned on this website may only offer services and transact
business and/or respond to inquiries in states or jurisdictions in which they
have been properly registered or are exempt from registration. Not all products
and services referenced on this site are available in every state, jurisdiction
or from every person listed.



CONTACT

EMICO Advisory Services

Office: 678-244-2600 Fax: 678-244-2605

5775 Glenridge Drive
Suite B-110
Atlanta, GA 30328

info@emicoadvisory.com



QUICK LINKS

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