Financial Services
Schedule a Meeting With Frank Passmore or Call 770-355-9686
Certified Planners Group, LLC is here to help you manage your finances so you can pursue your ultimate goals.
Retirement Planning
Frank Passmore, a Certified Financial Fiduciary, has as dedicated over 29 years specializing in helping Retirees protect from the Seven Known Retirement Threats which are: #1- Market Risk, #2- NO Guaranteed Growth, #3- NO Guaranteed Income, #4- NO Extra Income for Long Term Care, #5- NO Spouse Replacement Income, #6- NO Spouse Extra Income for Long Term Care, and #7- NO Guaranteed Liquidity at full value when Markets are down.
Professional Fiduciary Money Management
Money Management using a special Algorithm and Stop Loss Benefit to create tremendous Growth with a 20 year history of very little losses. Example, 2008 Markets Lost -44% Clients made +4.79%. 2023 Clients made +45.58%. AMS is registered with the SEC.
Estate Planning
Estate planning and creating a legacy are on the top of most retirees’ minds. Estate planning is the art of making sure your loved ones still talk to each other after you pass on. Leaving an unplanned estate can destroy the strongest of family units. Make sure you take the time to build this important element into your comprehensive Retirement Plan.
Insurance Services
Some retirees underestimate the impact a big Market loss may have on the future of their income. Luckily, insurance can be used to protect more than just your physical assets. It can also be used to help protect your future. Our firm specializes in helping individuals safeguard their retirement nest eggs by offering a variety of insurance products and financial planning strategies.
A strategy based on your goals:
Planning for retirement can be less challenging when you do it with an experienced team. Our advisors will help you build a financial strategy based on your goals.
Vision
Assessment
Strategy
Action
Ongoing Relationship
We offer services in these three areas:
GROW
Prepare for retirement by putting your hard-earned assets to work.
HOW?
Annuities
College Funding
Estate Planning
Fixed Indexed Annuities
Professional Fiduciary Money Management
PRESERVE
Protect the assets that can help you live the retirement you’ve always imagined.
HOW?
Indexed Universal Life Insurance
IRA & 401(K) Assets and Planning
IRA, 401(K) and 403(B) Rollovers
Life Insurance
GIVE
Provide for the people and causes you care about the most.
HOW?
Lifetime Income Planning
Long Term Care Insurance
Retirement Income Planning and 403(B) Rollovers
Safe Money Options
Wills, Trusts, Estates
Financial Services
Insurance Services
Educational Blogs
Educational Videos
Regular Review
Your life will change. And your plan must change with it. At our regular plan reviews we check for progress, realign to new information, and address any information that is out of date. Our support team is here for you to get you the answers you need when you need them. Regular plan reviews are just another part of doing it the right way.
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
