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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