Active Financial Group of Kennesaw

Accumulating wealth has never been more difficult than in recent memory. It has never been more important to have an effective financial plan in place. It can be overwhelming to try to manage personal goals with current investments, cash flow, debt, income taxes and the balance of your everyday obligations.

At Active Financial Group, we will help you put into place the right wealth strategy for you. We want to do more than just manage your money - we want to develop a personal relationship with a sharp focus on attaining your unique financial goals. Our financial advisors bring years of experience in helping you plan your financial future.

Our Mission Statement:

Our Mission Statement

At Active Financial Group, we are committed to working with individuals, families and small business to deliver honest and credible advice in helping them achieve their financial goals.

Our 6 Step Planning Process

Financial plans are not carved in stone. As your goals and circumstances change over time, we review your financial plan with you and make changes as needed. Creating a financial plan with us will help you know where you are, where you want to be and how to get there.

 Step 1: No obligation interview.

At this meeting, we will get to know all about you, who you are, your financial concerns, goals and objectives. If at the end it appears we are a fit for each other we will move on to Step 2.

Step 2: Gather information.

This is where we gather your financial information on including assets, liabilities, income, expenses and other relevant financial information.

 Step 3: Analysis and Development.

An analysis of the financial information is prepared for you focusing on your goals. This includes reviewing all of your objectives and determining if they are feasible.

Step 4: Plan Presentation and Delivery.

After all financial analysis is completed, a final financial plan will be presented to you. The final financial plan will contain specific recommendations designed to help you meet your financial goals and objectives. We will, with your permission, consult with your attorney, accountant and any other trusted professional you deem necessary to complete the analysis.

Step 5: Implementation.

We will implement on the agreed financial plan using the the specific recommendations we have made in your financial plan. If you implement our recommendations using us as your financial advisors, we will waive the financial planning fee.

 Step 6: Monitor and Update as Needed.

As change is forever constant, each year, and perhaps more frequently, we will review your financial objectives in concurrence with changes that have occurred in your life. We meet with our clients at least yearly to discuss their financial situation. We also expect to hear from clients as their financial needs change.

Services Offered

NOTE: Active Financial Group does not provide legal or tax advice. You should contact your tax or legal advisor for details on how any financial plan recommendations will affect your tax and legal situation.