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Services offer Active Financial Group

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The only thing certain in life and business is that it is continually changing. Managing that change is becoming more challenging in today’s economy. We can make planning for your personal or business future less stressful by building a solid path to your financial goals. – PowerPoint PPT presentation

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Title: Services offer Active Financial Group


1
Active Financial Group
Financial Advisors Kennesaw
https//www.activefinancialgroup.com/
2
Welcome to Active Financial Group!
The only thing certain in life and business is
that it is continually changing. Managing that
change is becoming more challenging in todays
economy. We can make planning for your personal
or business future less stressful by building a
solid path to your financial goals. Effective
financial planning may seem overwhelming from
understanding your personal goals and values to
analyzing current investments, cash flow, debt,
income taxes, risk management needs and more. But
at Active Financial Group, we believe managing
your wealth strategy is more than just managing
your money. It is about developing a customized
financial strategy that is unique to you.
3
OUR OFFERING
At Active Financial Group, we provide expert
assistance in the following areas
  • Tax and Estate Plans
  • Buy/Sell Agreements
  • Business Succession Planning
  • SEP IRAs
  • SIMPLE IRAs
  • 401(k) Plans
  • Solo 401(k) Plans
  • Defined Benefit Plans
  • Cash Balance Plans
  • Deferred Compensation Plans
  • Managed Investments
  • Legacy Planning

Business Owners
4
OUR OFFERING
  • Financial and Retirement Planning
  • Life Insurance, Long Term Care Insurance
  • Rollovers from your previous company
  • IRAs/ Roth IRA's
  • Tax and Estate Plans
  • Actively Managed Investments
  • Social Security Planning
  • Legacy Planning
  • Bonds, Stocks
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Fixed/Variable Annuities
  • Mutual Funds
  • ETF's
  • College Plans

At Active Financial Group, we provide expert
assistance in the following areas
Individual/Family Planning
5
OUR OFFERING
At Active Financial Group, we provide expert
assistance in the following areas
  • Life Insurance
  • Long-Term Care Insurance

Insurance Planning
6
Active Financial Group https//www.activefinancia
lgroup.com/
Office One Address 1300 Ridenour Blvd, NW ,Suite
221,Kennesaw, GA 30152 Email team_at_activefinancial
group.com Phone No (678) 574-0080
Office
Two Address 2207 Spalding Drive, Atlanta, 
GA 30350 Email Cstefan_at_activefinancialgroup.com
Phone No (770) 797-5788
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