Buford, Georgia

Schedule a Meeting With Frank Passmore or Call 770-355-9686

Buford, Georgia

  1819 Buford Hwy NE Suite #B, Buford, GA 30518
 Office: 770-355-9686
 PassmoreCEP@Bellsouth.net

We’ll Plan for the Whole Journey, Together.

The Certified Planners Group, LLC Way 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

Financial Services

Insurance Services

Educational Blogs

Educational Videos

Have any Question? Ask us anything, we’d love to answer!

(770) 355-9686