financial planning Archives - Page 9 of 11

THE MAN BEHIND THE MIC: Joe Moss with Embassy National Bank

June 1, 2016 by Garrett Ervin

On the Money

THE MAN BEHIND THE MIC: Joe Moss with Embassy National Bank

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On this episode of “On the Money“, host Mike Sammond gets to know the man behind the microphone, Joe Moss and Embassy National Bank.

Joe Moss/Embassy National Bank

Embassy National Bank was chartered as a community bank designed to fill the financial needs of the south-Asian community here in metro Atlanta. After a slow start, Embassy now lends throughout the southeast and has expanded its deposit territory along the east coast. Embassy also originated the Podcast ‘On the Money‘ produced on the Business RadioX channel. Through this podcast, Embassy attempts to educate the small business community on relevant topics.

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To watch the video of this show CLICK HERE.

“On the Money” focuses on topics and issues allowing small businesses to better navigate the financial services minefield, with analysis and opinions from today’s industry experts on banking and loans. “On the Money” also introduces you to some of the top small business leaders in the Atlanta market.

Hosted by Joe Moss, the president of Embassy National Bank, “On the Money” airs live every Wednesday at 3:00 PM EST from the Business RadioX studio in Gwinnett.

OPEN FOR BUSINESS: Quentin Moses with HealthMarkets, Nick Morgan with Peachtree Planning, Duke Smith with Rottweiler Systems, and Cliff Tillery with Make It Loud

May 27, 2016 by Garrett Ervin

Gwinnett Studio

OPEN FOR BUSINESS: Quentin Moses with HealthMarkets, Nick Morgan with Peachtree Planning, Duke Smith with Rottweiler Systems, and Cliff Tillery with Make It Loud

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Johnny Phelps, Cliff Tillery, Nick Morgan, Duke Smith, Quentin Moses

Quentin Moses/HealthMarkets

HealthMarkets Insurance Agency searches thousands of insurance plans from over 180 insurance companies to find the coverage that’s right for you at a price that fits your budget. HealthMarkets Insurance Agency searches thousands of Medicare, health, dental, vision, supplemental, and life insurance policies. They meet in person to design a plan for your needs. HealthMarkets Insurance Agency offers hundreds of subsidy-eligible health insurance plans from nationally recognized insurance companies. With over 2 million insurance policies sold, HealthMarkets Insurance Agency gets you the guaranteed lowest price for the insurance plans they offer.

Nick Morgan/Peachtree Planning

Peachtree Planning offers a specialized approach to total wealth management by adhering to the belief that no single advisor can specialize in all facets of financial planning. At the heart of their philosophy is the fundamental belief that specialized knowledge and expertise will ultimately produce a superior and higher quality total wealth management strategy.

Duke Smith/Rottweiler Systems

For over 30 years Rottweiler Systems has serviced the metro Atlanta area. Rottweiler installs and services business telephone systems of just about any variety. Rottweiler also provides award-winning monitored security systems, surveillance cameras, and card access systems, all with interactive apps. Rottweiler technicians are experts which fully integrate diverse systems together to maximize the effectiveness of any one aspect. The result is Business Intelligence for key decision makers. Owners and managers will have more information to help them make more informed decisions, improve processes, and maximize efficiency. Combined with interactive mobile apps, Rottweiler Systems provides solutions to business owners, making them informed with what’s happening at their business from anywhere.

Cliff Tillery/Make It Loud

Make It Loud is a marketing company specializing in digital marketing. They provide web design, search engine optimization, social media, email marketing, printing and other marketing services, primarily for small and medium sized businesses.

CLICK HERE to watch the video of this show on YouTube.

OPEN FOR BUSINESS: John Schweizer with GDP Technologies, Jerrí Hewett with Wealth Horizon, Estebon Watson with Espeute Productions, and Cally D’Angelo with the Gwinnett Chamber of Commerce

April 22, 2016 by Garrett Ervin

Gwinnett Studio

OPEN FOR BUSINESS: John Schweizer with GDP Technologies, Jerrí Hewett with Wealth Horizon, Estebon Watson with Espeute Productions, and Cally D'Angelo with the Gwinnett Chamber of Commerce

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Johnny Phelps, Cally D'Angelo, Estebon Watson, Jerri Hewett, John Schweizer — Johnny Phelps, Cally D’Angelo, Estebon Watson, Jerri Hewett, John Schweizer

John Schweizer/GDP Technologies

GDP Technologies started delivering office automation to its clients in 1977 as Georgia Duplicating Products. Since its inception, GDP has focused on empowering its Georgia workforce with the ability to increase client Gross Domestic Product, their real output, one client at a time. GDP was acquired by Global Imaging Systems, a wholly owned subsidiary of the Xerox Corporation, in 2010 and continues to fulfill its mission of unparalleled customer service.

Jerri Hewett/Wealth Horizon

At Wealth Horizon, they build globally diversified portfolios tailored for you. For the foundation of your portfolio, they use low-cost core holdings based on Nobel Prize-winning research. They often pair these with satellite strategies. They believe these strategies may lower volatility and potentially protect your portfolio during market and economic downturns. They believe each person has an individual risk number based upon a scale of 1 to 100 that can be quantified. They build a portfolio to match your risk number and not to match a single measure of the market.

Estebon Watson/Espeute Productions

Espeuté Productions is a memory-oriented, multi-tiered production company that provides videography, photography, and entertainment services to its clients. With state-of-the-art equipment and experienced professionalism, they are able to capture every detail of life’s most defining moments. They can also assist in the production of major works such as short and feature films, as well as commercials and corporate marketing videos. They are passionate about what they do and always come prepared to accommodate your every need.

Cally D’Angelo/Gwinnett Chamber of Commerce

The Gwinnett Chamber is the forum for business, government, education, healthcare, arts/culture/entertainment, and philanthropic and public-service communities to come together to advance the region’s economy and enrich Gwinnett’s quality of life.

To watch the video of this show, CLICK HERE.

AGLCC

March 3, 2016 by angishields

Midtown Business Radio

AGLCC

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AGLCC

I recently hosted Susanne Baugh, of Q&A Events on Midtown Business Radio. As we got to talking, she mentioned that I should meet Emma Foulkes, Presidnt of the Atlanta Gay Lesbian Chamber of Commerce. Because the respective missions of the chambers of commerce and Business Radio X have such overlap in the business environments we serve, I was pleased to reach out to her.

As the AGLCC’s website explains, “The AGLCC exists to promote the economic growth and advancement of our LGBT and allied business members, our non-profit organizational members as well as our corporate partners and their employees, through advocacy, leadership, education and support.”

When not overseeing AGLCC activities, Emma is Managing Partner at Commonwealth Business & Retirement Services. She’s a Certified Financial Planner, and has been advising entrepreneurs and high income earners in the Atlanta area since 2001. She provides retirement and business transition planning services in addition to others.

Bruce Logue is Director of Networking for AGLCC, and Managing Partner/Realtor at The Corbel Group at Keller Williams. The firm is comprised of a team of residential real estate specialists who use a unique combination of technology, creative and effective marketing, and tailored customer service to help their clients buy, sell, and invest in real estate. The Corbel Group offers a boutique style approach to real estate services while providing world class results.

Jan Stepp has been in the promotional products business for many years, and is the founder of Pizazzz Promotions. She shared how she takes a consultative approach with her clients to determine who they are trying to reach, the mission of their brand, and makes recommendations for how to best position themselves in front of prospects most effectively. She is also actively involved in AGLCC, hosting the chamber’s Vinings networking events.

Pizazzz is your one stop source for creative advertising specialty, promotional items and printed materials! The company can provide literally any item you can imagine with a logo on it! They have the perfect idea for: customer appreciation, trade show giveaways, sales meetings, grand openings, sales incentives, safety programs, open house, mail enclosures, event promotions, political campaign items, fund raising promotions, banners, table covers, labels, forms, stationary, brochures, holiday gifts, food gift items, non-profit donor gifts, embroidered and screen printed items, cards for any occasion, calendars…if it can be logoed, they have it 🙂

Pizazzz Promotions prides themselves on creative ideas, personal service, competitive pricing and on-time delivery! They work within your guidelines and budget to provide the perfect marketing and promotional items to fit your needs.

Alicyn McLeod is a CPA and Tax Partner with FinLogic, a tax and business advisory firm focused on growing service-based enterprises. She’s an ambassador for the AGLCC as well as a corporate partner. FinLogic employs a forward-thinking approach and their experts focus not just on where your company has been, but rather where you want your company to go.

The firm assists businesses in becoming more profitable, more streamlined and helps them resolve technical issues associated with financial reporting, taxation, debt acquisition and capital acquisition strategies. Whether you are in the process of starting your own business, selling your business or are somewhere in between, the professionals at FinLogic have the experience you need to navigate the issues faced in today’s business world.

David Olt is a doctor of chiropractic and the clinical director of Integrated Chiropractic Center, a Buckhead‐Atlanta practice he founded in 2000. A Georgia‐licensed chiropractor certified by the National Board of Chiropractic Examiners, Dr. Olt has been in practice for 21 years. He has provided pain and wellness care to thousands of patients.

He applies an integrated approach to pain care and health care that combines the effectiveness of several disciplines to support “whole person” care including chiropractic care, spinal and postural screening, corrective exercise instruction, nutritional counseling and massage therapy. His practice offers a one‐to‐one approach to spine and extremity pain relief that is non‐surgical, non‐pharmaceutical and focused on long‐term health and wellness.

Dr. Olt is a frequent speaker at lunch and learns and hosts the AGLCC Buckhead business builder luncheon. He has earned recognition for chiropractic care (Top 10 Chiropractors in Atlanta) and for business and community involvement (Four Avenues of Service, AGLCC Member of the Year 2014). Dr. Olt also serves as an examiner for the Chiropractic National Boards.

Special Guests:

Emma Foulkes, Managing Partner, Commonwealth Business & Retirement Services

BA, Information Systems, University of Phoenix–San Diego
Executive Program in Financial Planning, University of Georgia
Atlanta Business Chronicle/NAIFA – Top Female Financial Advisor in Atlanta, 2013 & 2014
Advocacy Chair, Financial Planning Association of Georgia

Bruce Logue, Managing Partner, The Corbel Group at Keller Williams

Previous Fulfillment Account Manager, Palm Coast Data
Former Methods/Procedures Training Manager, AT&T/CitiBank Universal Card Services
Previous Graphic Designer, Westinghouse Electric Company
Active volunteer, Atlanta Pet Rescue and Adoption

Jan Stepp, President/Founder, Pizazzz Promotions

Former Board of Directors, Atlanta Gay Lesbian Chamber of Commerce
Previous Sales Account Manager, Freight Forwarders
Former VP Sales/Marketing, Gunold & Stickma

Alicyn McLeod, Tax Partner, FinLogic LLC

CPA, University of Georgia
CGMA
Previous Tax Manager, Moore Colson
Former Tax Senior, Bennett Thrasher

David Olt, DC, Integrated Chiropractic Center

DC, Life University
BS, Marketing & Management, Miami University

MAG’s MEP 401(k) – Top Docs Radio

February 12, 2016 by angishields

Top Docs Radio

MAG's MEP 401(k) - Top Docs Radio

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MAG's 401(k) — Kevin Rainwater talks MAG’s 401(k) plan

MAG’s MEP 401(k)

We continue our series with Medical Association of Georgia, hosting Kevin Rainwater of Atlanta Capital Group to learn about MAG’s MEP 401(k) plan. Kevin Rainwater is a managing partner with Atlanta Capital Group, specializing in retirement planning.

Kevin began his career in the financial services industry more than 16 years ago. He has a passion for helping employees, executives and business owners reach their retirement goals. Kevin provides investment and plan advisory services to companies and individuals throughout the nation.

He relies on his extensive knowledge of qualified plan design and investment offerings to provide business owners and participants with the most competitive retirement plan option available.

MAG member practices can save time and money and retain employees by participating in a MAG-sponsored 401(k) retirement plan that’s available through the Atlanta Capital Group and Transamerica.

The MAG 401(k) Plan is treated like one large plan from a government Form 5500 reporting standpoint. The result is a 401(k) plan with competitive investments, outstanding service, and someone else doing a majority of the plan maintenance leg work. With more than 7,800 members, MAG offers a large, unified plan.

When you utilize the MAG 401(k) Plan, you have all of the advantages and flexibility of a stand-alone plan, while avoiding the expenses and administrative headaches associated with sponsoring a stand-alone plan.

Member benefits include cost savings on the investments; No individual Form 5500 reporting; Minimal plan maintenance; Flexible plan features, including safe harbor; Roth and profit sharing; Customizable 401(k) plan design options involving eligibility, matches, and vesting schedules; No audit at member level.

By participating in the MAG 401(k) Plan, virtually all of the administrative tasks can be offloaded from the practice to Transamerica, ACG, and MAG.

Special Guest:

Kevin Rainwater, Partner, Atlanta Capital Group

BS, Marketing, University of Alabama
Previous Regional Sales Director, First Mercantile
Former Director, National Accounts, The Standard

BREAKING PAR IN BUSINESS: Marbury Creative Group and Grandview Strategic Partners

January 29, 2016 by Garrett Ervin

Gwinnett Studio

BREAKING PAR IN BUSINESS: Marbury Creative Group and Grandview Strategic Partners

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Rich Bartolotta, Rob Marbury, Bryant Shipp, David Morris

Rob Marbury/Marbury Creative Group

Marbury Creative Group, based in Duluth, GA, is an award-winning branding and advertising agency founded in May 2010 by Rob Marbury, after 22 years as an art director, creative director and VP creative in the advertising industry.

The Marbury motto is ‘Tell it Better! (if necessary, use words.)” For more information, or to see samples of the agency’s work, please visit WeTellitBetter.com, email Rob at rob@marburycreativegroup.com or call 648-735-5220.

Bryant Shipp & David Morris/Grandview Strategic Partners

GrandView Strategic Partners is the investment advisory entity of the GrandView integrated group of financial services companies. GrandView’s team of specialists works closely with business owners – and high net-worth individuals – providing solutions to address investment needs.

GrandView’s approach emphasizes preservation of principal, with a focus on current and future cash flow. By focusing on generating passive income, they strive to help clients successfully achieve life’s milestones.

Rich Bartolotta/Schooley Mitchell

Rich Bartolotta of Schooley Mitchell is the host of “Breaking Par in Business“.

Schooley Mitchell is the largest independent consulting business in North America that specializes in helping businesses improve profitability by reducing telecom and merchant services expenses.

One unique aspect of their offering is that they work on a contingent fee basis, meaning their fee is a share of the savings they generate. So business owners take no risk in working with Schooley Mitchell.

Schooley Mitchell has been in business since 1980, saving thousands of clients almost a quarter of a billion dollars. To learn more about Schooley Mitchell Atlanta go to schooleymitchell.com/rbartolotta or email Rich at rich.bartolotta@schooleymitchell.com.

Buying or Selling a Business

October 6, 2015 by angishields

Midtown Business Radio

Buying or Selling a Business

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Dave Ragland and Joe Schum talk Buying/Selling Businesses

Buying or Selling a Business

We continued our monthly series with IRC Wealth, talking about buying or selling a business. Dave Ragland and Joe Schum came by with Chet Burgess of Burgess & Associates to share some expertise regarding how to approach choices that arise when coming into a large sum of money through the sale of a business. An example of this was an IRC Wealth client company that was an Employee Stock Option Plan (ESOP) that sold.

In this case, the employees were seeing pretty sizable amounts of money coming their way from 5 figures to as much as $500,000-1,000,000 or more. Dave and Joe talked about the importance of sitting down with a financial expert to identify the best plan for what to do with those funds to get the greatest value for the employee’s needs.

The group also talked about the importance of establishing a sound operating agreement for partners in a young business that will accommodate the various possibilities for separation for the partners, whether it’s a sale, or a partner opting to leave, or other potential situations.

Chet, a CPA and tax expert, shared how important it is to select a corporate structure that provides the greatest long-term flexibility for a business that will facilitate selling later or transitioning a business to heirs or other partners.

We also discussed options for the business owner who would like to offer rewarding compensation plans that inspire a sense of ownership and increased productivity, without having to give away shares of stock in the privately-held company.

Special Guests:

David Ragland, CEO/Founder of IRC Wealth

Masters of Accounting, University of Georgia, Terry College of Business
Former Manager–Tax, Ernst & Young
Previous CFO, Allied Foods, Inc
Previous CFO, Afterburner

Joe Schum, VP of Business Development of IRC Wealth

Bachelor’s of Science, Economics/Commerce, Niagara University
Previous VP of Sales, Midwest Medical Enterprises, DVT/Lite
Board of Advisors, Safe Haven Museum & Education Center
Board Member, Visions Anew Institute

Chet Burge, Founder of Burge & Associates

BS Accounting, Bob Jones University
Previous Senior Accountant, Price Waterhouse
Former P/T CFO/Partner, Three Taverns Brewery

Reinventing Yourself

September 3, 2015 by angishields

Midtown Business Radio

Reinventing Yourself

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Reinventing Yourself

On this week’s episode we continued our monthly series with IRC Wealth. CEO, Dave Ragland, and VP Business Development, Joe Schum, joined me in studio along with Debi Buckland, a certified therapist and professional coach. Our topic was reinventing yourself.

Many of us adults know the feeling of, “I need to make a change,” when it comes to thinking about one’s job. It’s hard to truly know what your true self is/wants when you’re graduating from high school and selecting an academic and professional path. That means that for a lot of us, we find ourselves wanting to transition to something else that will be more in line with our spirit and personal values.

With his background as a financial planner and wealth adviser, David talked about how important it is for individuals to consider their personal values and wants relating to their quality of life and standard of living when thinking about making changes that will affect their income. Clearly, leaving one’s job to pursue a dream, whether that’s a new career move or retirement will involve a measure of financial risk.

By sitting down with experts such as David when in the planning phase, risk can be mitigated by understanding obligations, getting a plan for debt elimination, potentially making changes in standard of living expenses, and developing a time line that will facilitate addressing these issues as well as allowing the individual to enjoy their new pursuits.

As a therapist who spends much time speaking with individuals who are wanting to make a change in their lives, she talked about how important it is to be moving toward something more than running away from something. We also discussed how important it is to talk to one’s partner about the changes they’re contemplating since they will also affect their life as well.

As we talked through the show, it was clear that all our experts agree–it can be a great thing for us to find The Thing that allows us to be more authentic, more who we really are. And it was also obvious that sitting down with an expert to craft a plan isn’t simply going to end in being told, “No, you shouldn’t do that.” With some diligence and some planning with qualified pros, you might find you can make that transition to the new you sooner (and more safely) than you think.

David Ragland, CEO/Founder, IRC Wealth

Joe Schum, VP Business Development, IRC Wealth

Debi Buckland, LMFT, LPC, CPCS

IRC Wealth 1

August 4, 2015 by angishields

Midtown Business Radio

IRC Wealth 1

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IRC Wealth and 3 Female Entrepreneurs

This week marked the first of a monthly series we’re running with the folks from IRC Wealth. Vice President of Business Development, Joe Schum, co-hosted the show with me. He introduced us to three highly-successful female entrepreneurs from the Atlanta area who, while accomplished in their own rights, are also clients of IRC Wealth.

Jodi Hersh founded Orange Star Design, a firm specializing in graphic and web design and social media content creation. For over 20 years, Jodi has worked with small businesses, Fortune 500 companies, indie artists, and even rock stars, helping them craft and improve their brands. Jodi has been providing her services to the IRC Wealth team for a number of years.

Sarah Huie Coleman, an Atlanta native, founded Huie Design, Inc. in 1996 after completing design and implementation of the “Look Of The Games” for the 1996 Atlanta Olympic Centennial Games for Copeland Hirthler / Iconologic.

Huie Design has been working with municipalities, architects, developers, and owners on public spaces to create entire signage and wayfinding systems that function effectively, entice interaction, and inspire joy. Feeling lost or confused when navigating is frustrating and stressful. Their work achieves project goals, puts patrons and visitors at ease, and makes a lasting impression. In fact, their quality of work and attention to customer service and detail has allowed the firm to grow, heavily through referral and repeat business.

Founded in 1999, Giant Studios offered filmmakers capabilities that simply cant be done anywhere else, from Gollum in Lord of the Rings to Avatar. With a home office in Atlanta, state-of-the art studio facilities in Los Angeles, and To Go capabilities around the world, Giant was the recognized leader in motion capture and virtual environments for even the most demanding film requirements.

Candice Algers joined us to talk about the genesis of Giant Studios and how they leveraged innovative technology to become a sought-after partner in some of the film and gaming industries’ most highly-acclaimed productions.

In 2014, Giant Studios, Inc. sold the rights to its performance capture technology for entertainment applications to Lightstorm Entertainment. The Giant R&D team will continue developing the software under the Lightstorm umbrella. Lightstorm will continue developing and leveraging the technology during the production of the next three Avatar sequels.

Giant was able to demonstrate the robustness of the technology over the past fifteen years on numerous films including, but not limited to: The Lord of the Rings Trilogy, The Polar Express, The Lion the Witch and The Wardrobe, Iron Man, Real Steel, Avatar, The Adventures of Tintin: The Secret Unicorn, and Jack the Giant Slayer. Video Game credits include many highly acclaimed titles such as Halo 4, Call of Duty 3, Devil May Cry, Fable II, and Jade Empire.

Special Guests:

Joe Schum, VP of Business Development, IRC Wealth