IPA Recommended

Professional Partnerships

 

Financial Planning does encompass all the different components of your financial life. However we cannot be experts in all of those different components. As a result, we work closely with other financial professionals that will be able to assist you in your area of need. 

Quite often we coordinate the introduction and sit beside you while we work with those other financial professionals. In doing so, we are able to simplify the work you have to do when working with that other financial professional. And hopefully keep your costs to a minimum. Below, you can find a link to the websites of many of our financial partners.*

Certified Public Accountants

Charles L. Lewis and Associates

Charles Lewis, CPA
Patrick Brewer, CPA

4323 Mundy Mill Road
Oakwood, GA 30566
770-287-8059

https://www.cllcpa.com

Padgett Business Services

Janet Kaup

Padgett Business Services718 Oak Street
Gainesville, GA
770-287-1040

http://www.padgettnga.com

Rogers & Rudisill CPA’s P.C.

Ken Rogers, CPA
Robin Rudisill, CPA

327 Dahlonega Street
Suite 1401
Cumming GA 30040
770-886-9084

https://www.rrcpasfirm.com

CB Smith and Associates, P.C.

 
327 Dahlonega Street
Suite 903A
Cumming, GA 30040
678-205-5278
Fax: 678-534-6350

https://www.cbsmithcpa.com

Johnston & Associates, Inc.

5035 Wallace Drive
Cumming, GA 30041
770-205-2221
Fax: 770-205-2141

http://www.johnstoncpas.com

Wills, Trusts & Estate Planning

Boling Rice LLC

Renee D.T. Welch
Maggie A. Spaulding

Boling Rice LLC Logo207 Pirkle Ferry Road
Cumming, GA 30040
770-887-6602

https://www.bolingrice.com

Kimbrough Law

 
500 Jesse Jewell Pkwy SE #200
Gainesville, GA 30501
706-850-6910

https://www.kimbroughlaw.net

Wilson Legal, P.C.

Michelle Wilson

Wilson Legal Logo2300 Bethelview Road
Suite 110-331
Cumming, GA 30040
770-205-7861

https://wilson-legal.com

Stewart, Melvin & Frost, LLP

 
200 Main St SW #600
Gainesville, GA 30501
770-536-0101

https://www.smf-law.com

The Law Offices of Stéfanie Ceto

 
410 Peachtree Parkway
Suite 4245
Cumming, Georgia 30041
404-386-0844

http://stefanieceto.com

Certified Financial Counselors

Financial Focus

Parkey Thompson

Financial Focus Logo202 Canton Road
Suite 209
Cumming, GA 30040
678-648-9940

http://www.myfinancialfocus.net

Jericho Force Enterprises

 
11770 Haynes Bridge Road
Suite 205-207
Alpharetta, GA 30009
678-432-2323

https://www.jerichoforce.com