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Working With A Financial Professional

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
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Paying Tax Later Doesn't Always Mean Paying Less

Paying Tax Later Doesn't Always Mean Paying Less

This article explores the pros and cons of 401(k)s while explaining how your withdrawals could be taxed in retirement.
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James  Gnefkow

James Gnefkow, JD, LLM, MBA, CExP

Associate General Agent, Managing Director & Director of Advanced Planning

404-260-1630

Andy Meehan

Andrew J. Meehan, CLU®, CHFC® AEP

General Agent Emeritus / President Distribution Emeritus

205-313-6722

Robert  Mathis

Robert Mathis CLU®

Founder and CEO, Emeritus (1946-2020)

John Hill

John E. Hill, JD*, LLM

General Agent Emeritus / President, Emeritus Peachtree Planning

404-260-1616

Peter Cantwell, CFP®

Peter Cantwell, CFP®

Cantwell Financial Services, Inc.

423-586-7123

423-581-2589

Sarah Dozier

Sarah Dozier

Vice President, Disability Income Specialist, Life Brokerage Manager

404-260-1627

Jennifer Trout

Jennifer Trout

Marketing Director

Jennifer Black

Jennifer Black

Life Underwriter

Jennifer Deal

Jennifer Deal

TN Life Underwriter

Sharon  Fike

Sharon Fike

Director of Disability Sales

Doreen Waugaman

Doreen Waugaman

Life and Disability Income Specialist

Melissa Harrison

Melissa Harrison

Office Manager & Executive Assistant to Andy Meehan, Alabama

205.313.6724

Nina Weaver

Nina Weaver

Administrative Assistant to Corky Dawes and Brad Stonecipher