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John Williams

CFP®, CPA
WealthGuard Advisory Group, LLC
Alpharetta, GA
We work with individuals who are approaching and going through the retirement transition to help sustain retirement spending to last a lifetime.
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Meet John

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Introduction - John Williams
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Three Most Important Ideas of Retirement - John Williams
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Core Values - John Williams
Video Transcripts

John believes there are two types of smarts – book smarts and people smarts. If you can have both, you want both. But if you can only have one, he believes you always want people smarts.

When working with clients on the most important aspects of their financial lives, he believes people smarts apply in listening. “You glean so much information about the journeys people have taken when you listen…

John believes there are two types of smarts – book smarts and people smarts. If you can have both, you want both. But if you can only have one, he believes you always want people smarts.

When working with clients on the most important aspects of their financial lives, he believes people smarts apply in listening. “You glean so much information about the journeys people have taken when you listen to their stories.”

It helps identify themes in their lives – maybe they desire to leave a bequest of not just financial resources but of important lessons in life. By listening, and incorporating his past experiences and expertise, John has assisted numerous clients in developing the step by step plans to accomplish their goals. (And in the end, that’s what matters).

“Financial planning is about more than just money — it’s about lifestyle. Money is a tool, and we shouldn’t let it control us. If your idea of the perfect retirement is sitting on your back porch and reading a book, that doesn’t cost much money. Most people enjoy the simple things — being with someone they love, or reading a book, or cooking a meal. Ultimately, the planning process is about discovering what makes you happy, and what you need to do to get there.” John believes his role is being the clients’ chief resource for all areas of critical planning decisions– both financial and non-financial.

After graduating with honors from Georgia State University, John begin a career in public accounting with a national accounting firm. “It was a great experience as I developed a strong foundation in analyzing financial information”. But in public accounting you are primarily looking backwards, i.e. reporting the history, e.g. financial statement or a tax return. It’s very important to know and understand what happened in the past but most people were seeking help in looking forward. In the early 80’s, when the financial planning industry was still in its infancy, John had an “aha” experience when he discovered the field. Here was a body of study and knowledge that was about “looking forward”. He became “hooked”. By 1985, John had earned his Certified Financial Planning (CFP) certificate. John went on to build two businesses – a CPA practice and financial planning practice. Our mission – we could help you understand the past and plan the future – all under the same roof. The CPA practice worked with hundreds of individuals including numerous business owners and successfully grew to a million dollars + in annual revenue. In 2012, John decided to fully shift his efforts to providing financial planning. At that time the CPA business was sold to SPW & Associates, LLC.

John is blessed to have a wonderful wife, Susan, who has been his partner in both life and business. For his own peace of mind, John enjoys regular downtime with his family — often, while enjoying some physical activity, from working out to fishing to snow skiing. He also finds enjoyment and satisfaction by being a part of his community including the Rotary Club of Milton-Windward.


Services offered

Investment management
Financial planning
Retirement planning
Tax planning
College planning
Real estate and mortgage advisory
Estate planning
Insurance management
Alternative investments
Personal lending
Employer Sponsored Retirement Plans
Charitable Planning

Experience with

Small business owners
Business executives
Entrepreneurs

Fee structure

Based on % of assets
Hourly

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™
CPA - Certified Public Accountant
CEP® - Certified Estate Planner®

Memberships

FPA - Financial Planning Association

Education

Bachelors
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