Get started with this Life Event brochure, which discusses important financial events and answers to frequently asked questions.
Allow yourself the time to mourn and celebrate the life of your loved one. When you're ready, we'll be here to help you get organized - together.
Client-Centered
Our team is made up of self-motivated professionals who 100% LOVE what we do. We have families, cook homemade dinners for our loved ones, and appreciate the beauty that Georgia has to offer.
We've also experienced personal loss: divorce, death of a loved one, unexpected sickness, and just about everything else under the sun.
So when investors come to us, we stop and truly listen.
We listen to the good, the bad, the ugly, and get to know what you are looking for in a financial professional so we can offer a full spectrum of resources tailored to you. Georgia Retirement Services prides itself as a leading network of professionals who value consistency, communication, and transparent financial investment advice.
Now: Take 5 minutes to find out if your current portfolio allocations are an accurate reflection of how you really feel about market risk.
Next Step: Chat with your advisor about how past portfolios have performed during historical events like the 2008 Financial Crisis, 2013 Bull Market, and 2020 Covid-19 pandemic.
Now: Learn more about how you can maximize and expand your existing 401(k), 403(b), or 457 allocation options.
Next Step: This data-driven platform will align itself with your ideal, long-term goals. From there, this tool identifies recommended account asset allocations that fit your account needs based on what is available in your plan.
Now: Browse the glossary to learn more about financial terms commonly used on account statements, tax docs, and reports.
Next Step: Reach out to your local wealth manager at Georgia Retirement Services with the investment questions you've been meaning to ask.
An Expanded Network
We are deeply dedicated to our clients and believe in quality professional connections. Georgia Benefits is a specialty extension of Georgia Retirement Services, with a full staff of experienced agents and an underwriting director to guide your life, disability, health, and long-term care insurance needs.