Financial Consultant Marietta GA http://www.mysb.co Strategic Bundles, LLC is a financial advisory firm providing independent investment and insurance solutions to U.S. domiciled, global, and expatriate citizens.
Our primary focus is to develop a personal financial strategy unique to each client. This includes a comprehensive approach towards retirement income solutions, estate planning, wealth protection, and risk management.
We realize making financial decisions is a fluid process. Understanding your investment risk tolerance, expectations, tax implications, time horizon, liquidity needs, and protection needs is imperative to your success.
Maximizing client peace of mind through non-biased, leading-edge financial solutions is our mission.
Strategic Bundles LLC
2015 Barrett Lakes Boulevard
Suite 101
Kennesaw, ga 30144-3805
(770) 217-7542
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Backed by over 30 years of expertise, your (MySB) team is well equipped to help you achieve continued financial success.
Edwin G Colvin, Jr, CLU
University of Georgia
– Risk Management and Insurance; Finance
– Gamma Iota Sigma Honors Fraternity
American College
– Chartered Life Underwriter – CLU Graduate 2002
– Chartered Financial Consultant – ChFC (active)
Insurance Licensing
– General agent: multi-state licenses covering life, health, accident, sickness, variable life and annuity
Securities Licensing and Registration
– Registered Representative (FINRA)
– Series 6 & 65 Securities
– Securities Dealer: The Leaders Group, Inc.; Member: FINRA/SIPC; Registered Investment Advisor: TLG Advisors, Inc.
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Our Services
Strategic Bundles’ services include a full array of investment management and insurance planning. Our goal is to provide you the best solution for your needs. We will assist you in reaching your overall plan for saving, wealth building, retirement, and protection.Your financial strategy is customized during our 3-interview process of learning and understanding your personal needs. We will then monitor your strategy on regular basis, while updating, to adjust for any changes your needs may require. When selecting investment and insurance products, a good Financial Advisor in Marietta GA will evaluate and compare literally hundreds of competitive options to ensure the best and most suitable solution(s) for you.
Our full array of services include:
· Tax-managed and non tax-managed investment account management
· IRA, SEP, & 401k asset management including rollovers & transfers
· Retirement income planning & investment policy planning
· Evaluation of your investment and/or insurance needs and objectives· Development of a comprehensive strategy and asset allocation
· Review your accounts to ensure proper asset allocations and investment
· Recommendations for account rebalancing if necessary
· Comprehensive financial planning and estate planning
· Business planning and business continuation planning
· Performance & risk analysis of current investments
· Cost & benefit analysis of current insurance portfolio
A Financial adviser in Marietta GA typically provides clients/customers with financial products and services, depending on the licenses they hold and the training they have had. For example, an insurance agent may be qualified to sell both life insurance and variable annuities. A broker may also be a financial planner. A financial adviser in Marietta GA may create financial plans for clients or sell financial products, or a combination of both.
DEFINITION: A financial adviser (or advisor) is a professional who renders financial services to clients. According to the U.S. Financial Industry Regulatory Authority (FINRA), terms such as financial adviser and financial planner are general terms or job titles used by investment professionals and do not denote any specific designations. FINRA describes the main groups of investment professionals, who may use the term financial advisor to be: brokers, investment advisers, accountants, lawyers, insurance agents and financial planners.
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Financial Consultant Marietta GA