Asset Guidance Group LLC

My name is Wallace R Nichols, M.B.A., J.D., CFP? Professional. I go by Wally. I am a financial and legal educator. Besides being an educator, I am a wealth, estate, and financial planner licensed to practice around the nation. I hold FINRA Series 7 & 66 licenses. I am the principal for Asset Guidance Group, LLC, a registered investment advisor ("AGG") with the SEC and Georgia Secretary of State’s office. My educational background besides having a juris doctorate is my MBA in quantitative analysis and information systems. I have a BBA, majoring in Accounting and Finance. I began my financial career in the financial services industry with the New York Life Company after leaving corporate America (Mobil Oil/GTE) in the late 1980s. I have been a sole practitioner and ran my own practice since the mid-90s. I am also an attorney licensed and an active member in the Georgia, Arizona Bars and am an inactive member in DC. I design AGG's own models and manage our clients’ at-risk money. AGG's models’ performance over the years routinely outperforms not only the major indexes (S&P 500, etc.), but that of huge, name-brand brokerage houses. AGG tactically manages money for clients in accord with client-stated risk tolerances. AGG maintains regular and frequent contact with clients, especially when we get market roller coasters. The greater percentage of AGG's AUM clients are currently in retirement. FMI: see AGG's Forms ADV2A&2B. Although I’m not a CPA, I am qualified to represent you before the IRS, to prepare your taxes, and even represent you before the IRS in administrative proceedings. I routinely teach continuing professional education classes to lawyers, CPAs, and financial planners in ethics, taxes, wills, estates, and trusts, business entity formation, and tax implications for all of the above. So, who better to discuss retirement planning, longevity risk and the related legal and financial changes, than someone who has already helped people through such crises?

网站

https://www.assetguidancegroup.com

Asset Guidance Group LLC的外部链接

所属行业

金融服务

规模

2-10 人

总部

Roswell，GA

类型

自有

创立

2011

领域

Zero-Tax Retirement Planning、Estate Planning、Asset Protection、Leveraged Retirement Planning for Small Business Owners、Wealth Advisory、Low-Fee Portfolio Management、Protected Wealth Portfolio Management、Aggressive Growth Portfolio Management、Income Portfolio Design、Income Portfolio Management和Financial Planning