Our Financial Planning Services
At U.S. Asset Management, we provide comprehensive financial planning and investment guidance for individuals, families, and business owners. Our services are designed to support long-term financial security, informed decision-making, and clarity during every stage of life.
Based in Atlanta, we work with clients locally and nationwide through personalized, relationship-based planning.
Our Core Planning Services
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Retirement Income Planning
Planning for retirement goes beyond saving. We help clients build a clear retirement income plan that balances lifestyle goals, income needs, and long-term sustainability. Our retirement planning services focus on turning accumulated assets into dependable income while managing risk and uncertainty.
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Divorce Financial Planning
Divorce often brings complex financial decisions with long-term consequences. As Certified Divorce Financial Analysts (CDFA®), we provide specialized divorce financial planning to help clients understand settlement options, asset division, income planning, and post-divorce financial stability.
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Estate & Inheritance Planning
Estate and inheritance planning helps protect wealth, preserve family goals, and plan for future generations. We work alongside estate attorneys to help clients coordinate trusts, beneficiary strategies, inheritance planning, and long-term legacy goals as part of an overall financial plan.
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Investment Management
Our investment management services are built around disciplined strategy, fiduciary responsibility, and long-term planning. We design and manage diversified investment portfolios aligned with each client’s goals, time horizon, and risk tolerance, with ongoing oversight and adjustments as life changes.
Comprehensive Planning, Not Isolated Advice
Financial planning works best when all the pieces are connected. Most clients use more than one service over time, and our approach is designed to evolve as circumstances change. Retirement planning, investment management, estate considerations, and life transitions are coordinated within a single, cohesive strategy.
Who We Work With
We work with clients facing a wide range of financial needs.
Individuals planning for retirement or already retired
People navigating divorce or major life transitions
Families planning for inheritance and estate matters
Business owners preparing for succession or long-term growth
Clients seeking a fiduciary financial advisor and long-term guidance
Why Work With U.S. Asset Management
Financial advice, under the fiduciary standard, focused on your best interests
Education-driven planning and clear communication
Personalized strategies based on real goals and prioritiesFamilies planning for inheritance and estate matters
Long-term relationships, not one-time transactions
Atlanta-based firm serving clients nationwide
Not Sure Which Service You Need?
Many clients aren’t sure where to start, and that’s okay. A complimentary consultation allows us to understand your situation and recommend the services that best fit your goals.