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Below is a list of companies and individuals that I feel confident in recommending to you. Tell ’em Parkey sent you.

Online Marketing/Newsletters
MailChimp
www.mailchimp.com
Services: Email Marketing

Bookkeeping/Virtual Assistant
Simply Accounting – Lisa Thompson
470-759-0053

Business Services/CPA/Tax Preparation

Graphic/Website Design
Chip Evans
www.evansdesignstudio.com

Home Repair Remodeling

Investment Advisor 
Travis Echols
Echols Financial Services
770-889-8887
www.efsga.com

Investment Advisor / CPA
M. Keith Argo, CFP®, CLU, ChFC
Certified Financial Planner™
770-888-9047
keith@aegeusfinancialsolutions.com

Legal / Estate Planning

Various Financial Links

Free Budget Form
Budget Form

Free Love File
Love File

Free Credit Report
www.annualcreditreport.com

IRS W4 Estimator – W4 Estimator

Credit Freeze – Equifax, Experian, Transunion

Money Market Funds – Bankrate.com

The Simple Steps
1. Establish Your Emergency Fund!
2. Defeat Your Debt!
3. Enlarge Your Emergency Fund!
4. Initiate Your Investing!
5. Consider College Costs!
6. Minimize Your Mortgage!
7. Live and Give Freely!

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RSS Latest Blog Posts

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    Technology and quick access to our accounts allow us to believe that everything is alright and the bank will not make mistakes. They do!
  • It’s Here – Time To Adjust Your 2018 Withholding
    For many you have been waiting. For others, you have not thought about it. But for everyone who receives a W2 from your employer, meaning you have federal taxes withheld, you need to review and likely change your taxes withholding. In very late 2017, the US Congress passed major tax […]
  • How Long Is Your Retirement Runway?
    Many of the calls I receive from prospective clients are those in an age window of 45 to 60 year old.  For many of those, while they may not initially admit it we finally get around to the fact that they are on approach for retirement and they are not […]

Upcoming Workshops

NEW and IMPROVED!! We teach you how to budget and plan for the emergencies - all in one, 90 minute, workshop and a bargain at $29!

Register today!!

November 14, 2020
3pm ET
202 Canton Road
Cumming, Georgia 30040

Register by November 13, 2020

To Register & More Info

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