Financial Advisory & Wealth Planning Services

Schedule Your Financial Strategy Consultation Today

A Smarter Approach to Financial Planning

Your financial life is more than investments—and more than taxes.

At Keith Atwater CPA, we bring together financial planning, wealth management, and tax insight to help you make confident decisions about your money at every stage of life.

We work with:

• Business owners
• Real estate investors
• Corporate executives
• High-income professionals
• Individuals planning for retirement

What Makes Our Firm Different

 Integrated Financial Strategy

Most firms focus on just one piece of your financial life.

We help you coordinate:

• Investments
• Retirement planning
• Business finances
• Cash flow
• Risk management
• And tax considerations

So every decision supports your bigger financial goals.

CPA Insight Built Into Your Plan

As a CPA-led firm, we naturally consider the tax impact of financial decisions—but we go further by helping you align wealth, income, and long-term planning into one clear strategy.

Personalized, Ongoing Guidance

Your plan isn’t static—and neither are we.

We work with you throughout the year to help you:

• Adjust as your income changes
• Navigate business growth
• Plan for major life events
• Stay on track toward your financial goals

Our Core Services

Wealth Planning & Investment Management

• Portfolio design aligned with your goals
• Diversification and risk management
• Ongoing investment monitoring and rebalancing
• Tax-aware investment positioning

Retirement Planning

• Retirement income planning
• Cash flow projections
• Social Security timing strategies
• Pension and distribution planning

Business Owner Financial Advisory

• Owner compensation planning
• Cash flow and profit planning
• Succession and exit planning
• Strategic growth planning

Tax Planning & Preparation

• Annual tax preparation
• Ongoing tax strategy
• Coordination between tax and financial decisions
• Multi-year planning projections

Risk Management & Protection Planning

• Insurance and liability review
• Asset protection strategies
• Estate and legacy planning coordination

Who We Work Best With

This service is ideal if you:

• Earn $150,000+ annually
• Own a business or have multiple income streams
• Are building long-term wealth and want a coordinated strategy
• Are within 5–15 years of retirement
  Want clarity and confidence in your financial decisions

Our Process

1. Discovery & Financial Review

We analyze your full financial picture:

• Income
• Investments
• Business finances
• Taxes
• Retirement accounts

2. Financial Strategy Plan

We create a clear, actionable financial roadmap aligned with your goals.

3. Implementation

We help you put the plan into action across:

• Investments
• Accounts
• Business structures
• Protection strategies

4. Ongoing Advisory

We meet regularly to refine and optimize your strategy as your life evolves.

Why Clients Choose Keith Atwater CPA

• Holistic financial planning—not siloed advice
• CPA insight integrated into every strategy
• Personalized, relationship-driven service
• Experience working with business owners and high earners
  Serving clients in Atlanta and across the region

Schedule Your Financial Strategy Consultation

During your consultation, we will:

Review your current financial structure
Identify opportunities for improvement
Outline next steps for your financial plan

Book Your Consultation Today

Frequently Asked Questions

Do you only work with tax clients?

No. While we provide tax services, many clients work with us strictly for financial planning and advisory.

Do I need to move my investments to work with you?

Not necessarily—we can advise on existing accounts or manage them if you prefer.

Do you work with business owners?

Yes—this is a core part of our practice.

Is there a minimum income or asset level?

We typically work best with individuals earning $150K+ or building significant long-term wealth.

Your Financial Future Deserves a Plan

Work with a firm that understands the full picture of your financial life.

Schedule your consultation today and take control of your financial future.