Praxis Financial Partners

We believe a disciplined process - focusing on the steps to success, not the end goal - is what ultimately delivers success. Praxis Financial Partners was created to independently control the planning process and the overall experience. We focus on understanding our clients and aligning everything to their needs. We pride ourselves on being client focused and process driven. Praxis Financial Partners doesn't measure financial success in days or weeks. Like its clients, the team takes a long-term view on managing wealth that addresses an array of real-world considerations. Reminding clients that the growth of assets is not the ultimate goal - but a means toward a lifestyle - Praxis Financial Partners has earned the trust of clients, along with many referred colleagues and friends. For owners of mature businesses, corporate retirees and successful executives, Praxis Financial Partners is dedicated to guiding appropriate decisions at important milestones. In fact, the team's knowledge of pension buyouts helps clients on the verge of retirement make smooth and wise transitions - from careers spent working, to a time where life-long passions become daily pursuits. Praxis Financial Partners diligently reviews materials provided by companies, helping clients determine whether immediate or delayed retirement makes more sense given the lifestyle they desire and their financial position. Understanding there are no shortcuts to financial achievement, Praxis Financial Partners plans for "what-if" scenarios and prepares clients for decisions that lie ahead. Accordingly, Praxis Financial Partners is well prepared to advise and handle the details of complex challenges, including estate issues. Praxis Financial Partners also works to gauge each client's comfort level - not just with types of investments, but to what degree clients want to be involved. While frequent contacts and updates are helpful to some clients, others prefer that the team assume responsibility for decisions and details. To optimally serve clients, Praxis Financial Partners collaborates internally and draws upon the vast resources of Wells Fargo Advisors Financial Network, along with the talents of selected money managers. From varied perspectives come intelligent ideas. In all cases, the team provides objective guidance, personal service and looks out for clients' families. Today, many children have joined parents as clients. Our Services We serve individuals and businesses in all areas of planning and investments, including: Planning - Understanding your needs, goals, and dreams. Aligning your investments with your unique situation in pursuit of a portfolio to support your lifestyle. Investments - Determining your asset-allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach your goals. Retirement planning - Help making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Help managing assets before and during retirement. Employee and executive benefits - Helping your business attract and retain qualified employees through assistance in establishing benefit packages and investment - oriented benefits. Education funding - Recommending investment and accumulation strategies to help you pay for your children's education. Tax management* - Help making sure your portfolio is tax-efficient. Developing tax-efficient investment strategies. Referring you to qualified tax specialists. Estate planning* - Working with estate-planning and trust specialists available through Wells Fargo Advisors and its affiliates to help review your wills and trusts, preserve your estate for your intended heirs, establish beneficiary designations, reduce potential exposure to estate taxes and probate costs and coordinate with your tax and legal advisors. Risk management** - Reviewing existing insurance policies. *Wells Fargo Advisors does not provide tax or legal advice. Please consult with your tax and legal advisors before taking any action that may have tax or legal consequences. **Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

Address: 219 Roswell Street Suite 150 Alpharetta, GA 30009 USA

Phone: +1 470 299 2525
FAX: +1 470 299 2520