Broker Check

Debra Donaldson Scott, CFP®

Debra Donaldson Scott, CFP®

Investment Advisor Representative

(770) 525-5638
debra.scott@ceteraadvisors.com

ATLANTA PLANNING GROUP and STATEWOOD ADVISORS LLC offers independent and objective advice you can trust to guide you, your family and business with planning for today and tomorrow.  Collaborate with us to formulate your plan, make recommendations and keep you on course for navigation towards your financial goals and dreams.  

* CASH FLOW ANALYSIS

* TAX EFFICIENCY

* RISK MANAGEMENT: Life, Disability and Long Term Care insurance

* INVESTMENT PLANNING including Retirement and College Planning

* SOCIAL SECURITY and MEDICARE Strategies

* ASSET ALLOCATION/WEALTH MANAGEMENT/ADVISORY SERVICES

* WINDFALL planning for inheritances, litigation settlements and awards, and sales of properties and businesses

* ESTATE strategies for charitable gifting and legacy planning for the next generation

* BUSINESS OWNER CONCERNS including Executive Compensation, Employee Benefits, Retirement Plans and Succession Planning

* FEE-BASED Holistic Planning

* COLLABORATIVE Process with clients and other professionals


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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 Suite to provide information on a topic that may be of interest. FMG Suite 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.

Copyright 2023 FMG Suite.

Securities and advisory services offered through Cetera Advisors LLC, member FINRA, SIPC. a broker/dealer and registered investment advisor. Cetera is under separate ownership from any other named entity.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisors LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisors LLC site at ceteraadvisors.com

Important Disclosures | Business Continuity

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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