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What Makes Us Different?

Commitment to Staying Independent

There are no production goals or product specific sales quotas for our advisors. Our responsibility is to recommend and provide advice in the best interest of our clients.

Our Specialized Focus

Based in Atlanta, we're in the hub of the transportation and logistics industries, where UPS and similar companies are headquartered. We've spent years learning about the retirement plans offered to these employees and their financial planning needs.

Comprehensive Services

Consider us your financial partner. We go a step beyond wealth management services and assist with other financial concerns they may have, whether it’s securing a mortgage loan, buying a car, or helping their children start a budget.

Claim Your Risk-Free Financial Audit

Have any questions about your financial future? Give us a call without hesitation!

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Evaluating a UPS Early Retirement Package

Evaluating a UPS Early Retirement Package

Should you stay with the pension, take a lump sum, or start monthly payments?  There are a number of things that you need to consider when making your decision. The following article will show you how to:

  • Calculate the value of the lump sum vs. the monthly payments
  • Determine if its worth just reinvesting the lump sum offer
  • Look at other factors that should affect your decision such as life expectancy, inflation, taxes...
Learn To Evaluate Your Plan Here
Navigating Down Cycles in The Real Estate Industry

Navigating Down Cycles in The Real Estate Industry

Cash is king during slow times in real estate. Learn to combat slow times by:

  • Getting the cash you need when banks aren't lending.
  • Reducing your taxable income over the years.
  • And more...
Learn To Combat Slow Seasons

Financial Services Partner in Santa Rosa Beach, FL

Leading at 30A Wealth Management, Kevin Myers will be servicing the financial needs of hardworking clients from the Florida office. 

30A Wealth Management is a strategic partner with ATL Global Advisors. We share the same vision and commitment to providing excellent service, objective guidance, and personalized financial planning. This office will specialize in providing stability for Real Estate agents & retirement plans for the Food Industry.

***As an independently managed financial firm, we do NOT have to meet a target or quota on any product. Because of this, our goal is to provide you with products and services that are BEST SUITED FOR YOUR UNIQUE SITUATION!

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