Personal Financial Management

Building and preserving your personal wealth requires specialized attention. You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.

We help you...

  • Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement.

  • Pay for your child's college education by accurately estimating the amount of money you'll need, analyzing your assets, reviewing estimated shortfalls and considering general alternatives and strategies to help address these potential shortfalls, and developing a plan.

  • Design, prepare and assist in the implemetation of your personal spending plan by preparing budget forms, tracking expenditures and income, and periodically monitoring results.

A financial plan's true value comes with its implementation. Let us help you attain financial freedom by requesting a free consultation below.

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Get In Touch

At Turner and Patat, PC, we've been serving the accounting needs of Athens, GA and the surrounding areas since 1983. If you need help managing any aspect of your home or business's finances, we want to hear from you.

Please fill out this form and let us know how we can be of service. Our initial consultation will determine how we can best serve you.

We look forward to working together!

Turner and Patat, PC

1165 Cedar Shoals Drive,
Athens, GA 30605

1800 Hog Mountain Road, Building 700 Suite 101,
Watkinsville, GA 30677

T: (706) 354-1212
F: (706) 546-7708
E: info@turnerandpatat.com

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