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

TIPS for Inflation

TIPS for Inflation

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

Value vs. Growth Investing

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

Tax Management Strategies

Tax Management Strategies

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

 

Assess Life Insurance Needs

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

Social Security: Maximizing Your Social Security Benefits

There are other ways to maximize Social Security benefits, in addition waiting to claim them.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Estimating the Cost of College

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

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

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Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Long-Term-Care Needs

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

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

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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.

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.

Protecting Those Who Matter Most

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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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.

The Facts About Income Tax

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

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.

Events on Wall Street

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

Do You Feel Lucky?

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

Busting the Bubble

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

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