Discover retirement planning insights and considerations for Atlanta business owners, from cash balance plans to succession strategies that balance business demands with family priorities.
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Founded in 2021 to honor the life and legacy of Bill Simpson, the Bill Simpson Foundation is dedicated to continuing his pioneering spirit by supporting causes that align with his...
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Even experienced donors can benefit from a fresh look at their giving to help envision greater impact, efficiency, and meaning. SignatureFD clients Annie and Nick Shreiber, lifelong philanthropists, have long...
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With the potential changes to estate and gift tax laws on the horizon, high-net-worth individuals, especially business owners considering an exit, may want to start planning now to protect their…
Incorporating generosity into your legacy planning typically involves more than just designating beneficiaries in a will or trust. It’s usually about shaping how you’ll be remembered and living out that...
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At SignatureFD, we believe that generosity can be a powerful tool to build lasting bonds among multiple generations of a family. Explorations of a family’s values, passions, and legacy are...
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In the wealth management industry, entrepreneurs and executives stand apart. Their financial landscape typically differs from the average investor’s, with a substantial portion of their assets wrapped up in the…
The unprecedented COVID pandemic has left many concerned about reaching their wealth and life goals – both short and long-term. And, as a high-level executive, you face the added strain…
Let’s talk money. At SignatureFD, we are deeply aware of the fact that wealth isn’t just money, it’s having a life that is fulfilled, worthwhile, and overflowing with whatever brings…
Have you lost track of your “why?” We understand the importance of having more meaning and more satisfaction in life, which is why SignatureFD has made it our mission to...
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