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

Events on Wall Street

Events on Wall Street

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

Making Your Tax Bracket Work

Making Your Tax Bracket Work

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

How Income Taxes Work

How Income Taxes Work

A quick look at how federal income taxes work.

 

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Social Security: Five Facts You Need to Know

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

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

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Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

An Inside Look at Retirement Living

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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.

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The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG, LLC, to provide information on a topic that may be of interest. FMG, LLC, is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

One or more individuals are securities licensed through Investacorp, Inc., a registered broker dealer, member FINRA, SIPC. One or more associates are advisory licensed through Investacorp Advisory Services, Inc. a SEC registered investment advisory firm. For those persons inquiring from states where a specific associate is not currently securities and/or insurance licensed, the associate will not transact business in that state or provide follow-up, individual responses, until after the associate obtains the appropriate registration in the applicable state. FINRA's homepage, www.finra.org and Securities Investor Protection Corporation's homepage, www.sipc.org. Linked sites are strictly provided as a courtesy. Investacorp, Inc. and its affiliates, do not guarantee, approve nor endorse the information or products available at the sites, nor do links indicate any association with or endorsement of the linked sites by Investacorp, Inc. and its affiliates.