Key Planning

Key Planning is a financial services company based in Atlanta, Georgia. Employing 5 to 9 individuals, the firm generates annual revenue of $2.5 million. Key Planning offers comprehensive financial planning services and financial products to individuals and businesses. Their expertise encompasses a range of needs, including asset protection, retirement planning, personal and business risk management, wealth accumulation, tax minimization, and business succession strategies. The company's associates work closely with clients to evaluate their existing risk management programs and recommend appropriate insurance solutions. They also assist clients in developing investment strategies designed to potentially increase returns, lower volatility, enhance diversification, and improve tax efficiency. Additionally, Key Planning helps clients with estate preservation and tax strategies to ensure their assets are passed on efficiently. Key Planning can be reached via their website at keyplanning.com.