Annuities, retirement income, 401(k) rollovers and life insurance for Alpharetta families, from a Georgia licensed agent with an office in downtown Alpharetta.
If you live in Alpharetta and you are thinking about retirement, the big questions are usually the same: Will our savings last? How do we turn them into a paycheck? What happens to my spouse if something happens to me? We help you answer them with real numbers from multiple carriers, in plain English, with no pressure.
| Area | Details |
|---|---|
| County | Fulton County |
| ZIP codes we serve | 30004, 30005, 30009, 30022 |
| Nearby | Avalon, Alpharetta City Center, Downtown Alpharetta, Windward and North Point |
| Drive to our office | 5–15 minutes (traffic varies) |
Our office is on N Main St (Hwy 9) in downtown Alpharetta, near Alpharetta City Center, and most of Alpharetta is within 15 minutes. Our address is 126 N Main St, Alpharetta, GA 30009. Meetings are by appointment, so book a time or call (470) 470-5593 first.
Yes. Our office is at 126 N Main St in downtown Alpharetta, near Alpharetta City Center. We meet in person by appointment, or by phone or video if that is easier.
Georgia does not tax Social Security benefits, and it currently excludes up to $35,000 of retirement income per person at ages 62 to 64 and up to $65,000 at 65 and older. Rules can change, so confirm your situation with a tax professional.
Yes. We walk you through your options, including leaving it, moving it to a new employer plan, or rolling it into an IRA, and whether part of it belongs in a fixed or fixed indexed annuity for guaranteed income. See our 401(k) and IRA rollover guide.
Yes. Tai explains everything in English or Vietnamese, whichever your family prefers.
Annuities and life insurance are insurance products, not deposits, and are not FDIC insured. Guarantees are based on the claims-paying ability of the issuing insurer. Not tax or legal advice.
A free 20-minute call is the easiest way to start. English or Vietnamese.
Book a Free Callor call (470) 470-5593