Atlanta Financial Planning begins with Magellan Planning Group.

  Atlanta Estate Planning  
 

Contact Us

Our Location
Address:
4170 Ashford Dunwoody Rd.
Suite 480
Atlanta, GA 30319

Phone:
404-257-8811

Fax:
404-257-3329

E-mail:
info@magellanplanning.com


If you are interested in learning more about a particular topic of interest prior to visiting with us, please take a moment to fill out the inquiry form and we will be in touch with you within two business days.


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Primary areas of interest:

Planning:
Upcoming Lunch & Learns
Legacy Group
Life Transitions with Tom McKinney
Quarterly letters
Other

Legal:
Probate
Wills
Revocable Living Trusts
Powers of Attorney
Credit Shelter Trusts
Irrevocable Trusts
Life Insurance Trusts
Limited Liability Companies
Corporations
Credit Shelter Trusts
Other

Financial:
Retirement income planning
Fee Based Asset Management
401k Rollovers
IRA Consolidation
Life Insurance Planning
Long Term Care Planning
Other

Taxation:
Personal tax returns
Corporate tax returns
Capital Gains taxes
Estate taxes
Taxes on Social Security
Trust Returns
Other

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How did you hear about us?

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Part of what makes our firm so special is our ability to keep our clients happy and satisfied with our efforts. To this end, we would also like to hear from you about how we’re doing so we can "accentuate the positive and eliminate the negative".

Please feel free to contact our Director of Client Relations, Jennifer Shoemaker, at any time at 404-257-8811 or jennifer@magellanplanning.com

Magellan Planning Group's No Spam Guarantee: We will not sell or rent your name or contact information to any 3rd party.

Securities and Investment Advisory Services offered through ING Financial Partners, member SIPC. Magellan Planning Group is not a subsidiary of nor controlled by ING Financial Partners. J. Kevin Meaders is registered to sell securities in AL, AZ, CA, CO, FL, GA, IL, IN, MD, MO, NC, OH, PA, SC, TN & VA and licensed to sell insurance in AL, FL, GA, IN, PA & TN.