Let Our Financial Advisors Help You Live Out Your Retirement Dreams
Schedule a Meeting With Frank Passmore or Call 770-355-9686
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Welcome
Certified Planners Group, LLC was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.
We’ll Plan for the Whole Journey, Together.
Certified Planners Group, LLC is an end-to-end map of your financial future and how to navigate what’s ahead. It’s our team’s process that makes the magic along the way, accommodating your style with the right level of detail and communication you deserve.
Step 1: Discovery
- Start with your goals & values
- Establish what you need from an advisor
- Map out your current financial picture
Step 2: Strategy
- Evaluate what is needed to reach your goals
- Review of red flags and opportunities
- A strategic plan to get you where you want to go
Step 3: Implementation
- Organize accounts to goals-based investments
- Complete additional planning areas
- Establish our plan for communication and connection
Start By Knowing Where You Are
Knowing your Financial Profile can help you decide the next steps on your wealth journey.
Don’t know where to begin? Start by understanding where your current plan is
strong and where there’s opportunity for improvement.
What Can
You Expect?
We’ve built a custom financial planning experience that meets you where you are.
- A Values-Driven Financial Strategy
- Solutions for Turning Assets into Income
- Confidence about Your Retirement Future
- Clarity to Make Today’s Decisions
Certified Planners Group, LLC is about family
Have any Question? Ask us anything, we’d love to answer!
(770) 355-9686
Find a Certified Planners Group, LLC Location
Buford, Georgia
1819 Buford Hwy NE Suite #B
Buford, GA 30518
Office: 770-355-9686
PassmoreCEP@Bellsouth.net
