Financial Planning

Welcome to CashIntel Financial Planning Services

At CashIntel, we understand the importance of effective financial planning in achieving your long-term goals and securing your financial future. Our comprehensive suite of financial planning services is designed to address the diverse needs of individuals, families, and small businesses and beyond. Here's how we can help.

Life Insurance:

Safeguard your loved ones' financial security with our range of life insurance options tailored to your specific needs.We'll work with you to find the right coverage to protect your family's future.

Final Expenses Insurance:

Ensure that your end-of-life expenses are covered, providing peace of mind for you and your family during difficult times.

Mortgage Life Insurance:

Protect your home and family by securing mortgage life insurance, and providing financial support to cover your mortgage payments in the event of your passing.

College Planning:

Prepare for your children's educational future with our college planning services, including 529 savings plans, education savings accounts, and other investment strategies tailored to your goals.

Annuities (Fixed/Indexed):

Explore the benefits of annuities as part of your retirement strategy, offering guaranteed income streams and potential tax advantages for your financial security in retirement.

Rollover for Roth, IRA, and 401(K):

Maximize your retirement savings with strategic rollover options, allowing you to consolidate and optimize your retirement accounts for greater efficiency and growth potential.

Tax-Saving Strategies and Free Retirement:

Take advantage of our expertise in tax planning to minimize your tax liabilities and maximize your retirement savings. Our team will work with you to develop personalized strategies that align with your financial goals.

Trust or Estate Planning:

Ensure your assets are protected and distributed according to your wishes with our trust and estate planning services. We'll help you navigate complex legal and financial considerations to create a comprehensive plan that preserves your legacy.

Financial Planning for Families in Atlanta

Key Employee Insurance (For Businesses Only):

Protect your business against the financial impact of losing key employees with our key employee insurance solutions, ensuring continuity and stability for your business operations.

Business Opportunity in Finance:

Explore potential business opportunities in the finance sector with our guidance and support. Whether you're interested in starting a financial advisory practice or exploring franchise opportunities, we'll provide the resources and expertise to help you succeed.

Need any further assitance?

At CashIntel, our mission is to empower our clients to make informed financial decisions and achieve their financial goals. Contact us today to schedule a consultation and take the first step towards a brighter financial future.

Book the Complimentary Consultation now