A portfolio built for your plan — not a model off a shelf.
If your investments were chosen before you knew your retirement date, they're probably solving the wrong problem. We start with the plan, then build the portfolio around it.
Schedule My Free ConsultationSound familiar?
- You hold five accounts at three firms and nobody sees the whole picture.
- You don't know what you're actually paying in fees and fund expenses.
- Your allocation hasn't changed since you were 15 years from retirement.
- You've outgrown a call-center relationship and want a named advisor.
How the process works
1. Full-picture inventory
Every account, held position, beneficiary, and fee gets mapped in one statement so overlaps and concentration risk become obvious.
2. Risk alignment
We measure the risk your portfolio actually carries against the risk your plan requires. Most people are carrying more than they need to.
3. Consolidate and simplify
Where it helps, we consolidate accounts to reduce cost, simplify required distributions, and make your plan easy for your spouse to manage.
4. Ongoing review
Scheduled reviews with a written agenda: performance, contributions, distributions, tax posture, and beneficiaries.
What you walk away with
- Consolidated portfolio x-ray
- Total-cost and fee breakdown
- Risk vs. required-return comparison
- Rebalancing and consolidation roadmap
- Annual written review schedule
How to keep more of what you saved — legally, and years in advance.
Common questions
What size accounts do you work with?
We're most helpful to Georgia households with roughly $250,000 to $10 million or more in investable assets, including rollover-eligible retirement accounts.
Can I get a second opinion without switching advisors?
Yes. The portfolio review is free and there's no obligation. Many people use it simply to confirm they're on track.
Six standards we won't compromise on.
Retirement money deserves more scrutiny than a quote engine can offer. Here's what we require of every advisor in the network.
Independent, not captive
The specialists we match you with aren't employed by one insurance company, so they can compare contracts across multiple A-rated carriers.
Licensed in Georgia
Every advisor in our network holds an active Georgia insurance license and works in your county — not a call center in another state.
A-rated carriers only
Guarantees are only as strong as the company behind them. We focus on carriers rated A or better by A.M. Best.
Everything in writing
Fees, surrender periods, and how your advisor is paid are disclosed in plain English before you sign anything.
Your data is never sold
Your information goes to one matched advisor. We don't run lead auctions and we don't resell your contact details.
No-pressure standard
If an annuity isn't the right fit for your situation, a good advisor will tell you so. That's the standard we hold our network to.
Georgia Solutions Group is a referral service, not a financial advisor, broker-dealer, or insurance company. Annuities are insurance products; guarantees are subject to the claims-paying ability of the issuing insurer.
Schedule your free retirement consultation
A 30-minute, no-obligation call with a licensed, independent Georgia advisor. You'll leave with your income gap in writing.
Free · No obligation · Your information is never sold