Services
Firmly Rooted In Our Dedication To You
Money is like a fingerprint - it's unique to each person. I believe in that same mentality when it comes to developing my clients' financial plans. - Ashton Green, Wealth Manager
Georgia Retirement Services prides itself as a leading network of professionals who value consistency, communication, and transparent financial investment advice. Our team is always thinking outside of the box for our clients, shaping every experience with the introductory question, 'How can we make this process easier for the investor?'
COMPLIMENTARY MEETING
Schedule a no pressure, complimentary introductory meeting with our founder, Ashton Green, to discuss your investment options. Conversations are 100% confidential and can range from topics of inherited assets to the death of a spouse, recent divorce, or a second opinion overview of your existing portfolio.
Essential Investment Services. Exceptional Client Support.
Signature Services
- 401(k), 403(b) and 457 Planning
- Stocks/Bonds/Mutual Funds
- Educational IRA, 529, or UGMA/UTMA
- Traditional, SEP, and Simple IRAs
- Roth IRA
- Treasury Bills/Notes
- Government Securities
- Variable Annuity
- Tax Plans
- Estate Plans
- Money Purchasing Plans
- Profit Sharing Plans
Welcoming Hospitality
- Advisor accessibility
- Consistent, ongoing meetings
- 24/7 access to investment accounts
- Niche life stage financial planning (divorce, death of a loved one)
- 401(k) specialization support
- Expansive professional network
- Full-backing of one of the largest independent broker-dealer firms in the country
- Trades clear primarily through the world's largest clearing house, Pershing LLC, or Cetera Investment Services
Expansive Network
Looking to explore your insurance options? Our colleagues at Georgia Benefits, Inc., can help you to compare different product characteristics to find a solution you are comfortable with.
When we say they're like family, we mean it. These professionals are highly-experienced insurance agents for:
- Disability Income Insurance
- Life Insurance
- Long-Term-Care Insurance
Our Mantra
We welcome every question you have and welcome it one-hundred times more if needed. We want you to feel confident in understanding the topics and strategies discussed during our ongoing conversations. Whether we have to answer that same question once, twice, or one-hundred times, we're here to help you.