INVESTING

Georgia's Own Investment & Retirement Services

Looking for financial freedom? With the right plan, it could be just around the corner.

An older couple standing near a beach house watching the sun set

You've got a bucket list...let's start checking things off

When you work with our financial professionals, you set the agenda. We help you work toward your goals, whether you’re looking forward to a round-the-world trip or spending more quality time with your recliner.

After reviewing your financial life, we’ll help you design a plan for the future—and for the lifestyle you want right now. Then, we’ll help you see it through.

Shoot us an email or give us a call at 404.253.9703 to get started.

OUR SERVICES

Time to secure the bag

Prepare for retirement—and everything that comes before that—with services like:1

  • Investments
  • IRAs and rollover services
  • Education funding
  • Estate planning and conservation
  • Insurance, including life and disability
  • Annuities

Upcoming Webinars2

July 2nd | 6pm ET

Social Security and Your Retirement

Regardless of when you plan to retire, Social Security will likely be a huge part of the road ahead. But, the rules can be a little tricky. We’ll cover the guidelines on starting your benefits, how to decide where Social Security fits within your retirement plan, and more.

July 16th | 6pm ET

Rethinking Diversification

If you’re saving for retirement, today’s volatile market might present a few challenges—and traditional portfolio diversification might not grow your savings. We’ll walk you through how you can achieve your retirement goals with minimal risk, plus how new annuity options can help you rethink diversification.

July 30th | 6pm ET

Income for Life

You have retirement goals and plans for your future—but it’s crucial to have a steady stream of retirement income when you don’t have a regular paycheck. We’ll go over what sources of retirement income you’ll rely on, the income strategies you should consider, and how you can use annuities to guarantee income for life.

Meet the team

Looking for independence and financial freedom, a retirement packed with adventure, or a closet full of designer bags? Our team has years of experience helping members pursue their goals, whatever they are.

Thad A. Guyton

Financial Advisor

Candace Mills, CRPC3

Financial Advisor

Disclosures

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

1Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Georgia’s Own Credit Union and Georgia’s Own Investment and Retirement Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Georgia’s Own Investment and Retirement Services, and may also be employees of Georgia’s Own Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Georgia’s Own Credit Union or Georgia’s Own Investment and Retirement Services. Securities and insurance offered through LPL or its affiliates are:

Not insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value

 

2There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Variable annuities are subject to market risk and may lose value.

3CRPC is a registered service mark of the College of Financial Planning. Representatives are neither tax advisors nor attorneys. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Your Credit Union (Financial Institution) provides referrals to financial professionals of LPL Financial LLC (LPL) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more information.