3455 Peachtree Rd NE
Suite 500
Atlanta, GA 30326

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Kilpatrick Advisors

(800) 488-3210

 
Member SIPC Lifelong Relationships. Welcome to Kilpatrick Advisors - The Pinnacle Building Member of The Financial Services Institute

    


We help individuals and families proactively address the key wealth issues that they face over the course of their lifetime. 

Those issues include:


  1. Potential Growth of investment assets. 
  2. Effectively using credit.
  3. Maximizing the value of your qualified retirement plans and tax deferred investments.
  4. Enhancing the value and protecting your compensatory stock options and restricted stock.
  5. Business succession planning.
  6. Devising gifting strategies to children and charities.
  7. Selecting the best entities for your durable power of attorney and health care power, executor of your will and estate.
  8. Ensuring that your assets are titled properly and coordinated with wills and trusts.
  9. Defining your legacy plan for your family and your passions.  
 

Helpful Content

How Does Your Credit Score Compare?

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

What Do Your Taxes Pay For?

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Estimating the Cost of College

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

 

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

What to Look for in a Long-Term Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

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Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Busting the Bubble

Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?

Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

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