Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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Featured Team Member

Founder and president M. Scott McHugh has spent over twenty-five years expanding his tax and accounting knowledge. Building off of the foundation of his Bachelor of Business Administration from GSU, Scott went on to earn the titles of...

Jennifer Shoplak

Jennifer is pursuing her Bachelor’s degree in Accounting and Finance at Southern New Hampshire University. With Part III & I of the Special Enrollment Exam completed she plans to become an Enrolled Agent before the end of 2014. She...

Scott Oliver

Scott has over three years of experience in individual, corporate, trust, and partnership taxation. Scott received his Bachelor’s degree in Accounting from Auburn University and later obtained his Master of Accountancy from Kennesaw...

Diane Palmer

Diane has over twenty five years of diverse experience in the fields of accounting and consulting. After earning her M.B.A. from West Virginia University, Diane lent her talents to a variety of firms across the United States and was...

Dawn Hamer

Dawn covers a wide range of consulting, accounting and tax services to a variety of clients. Dawn holds a Bachelor of Fine Arts Degree from Florida Atlantic University and Masters of Business Administration in Accounting from Brenau...

Barbara Watkins

Barbara is a metro Atlanta native with over twenty-five years of experience in tax and public accounting. She specializes in bookkeeping, financial reporting, payroll tax, income tax preparation, and IRS problem solving and solutions.

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