Stockholders of a closely-held company received planning advice from Windham Brannon which resulted in significant tax savings and deferral of capital gains by showing them how to sell their stock in the company to its qualified Employee Stock Ownership Plan (ESOP).

PERSONAL FINANCIAL PLANNING

At Windham Brannon Personal Planning Services, P.C. we provide objective counseling to help you maximize your retirement security, monitor investments wisely, and administer your family investment partnerships. We sell no products nor do we accept commissions or fees from brokerage firms, investment managers, mutual funds, insurance companies, banks, or other outside parties. Our success is measured solely by your success.

We provide special services that compliment the traditional accounting and tax services provided by Windham Brannon, P.C. Our goal is to help you feel secure in planning for your retirement and eventual transfer of wealth. Services include:

  • Insurance coverage analysis
  • Education funding
  • Net worth statements
  • Trusts and family limited partnerships
  • Investment planning
  • Review of wills and asset titling

You’ve worked hard for what you have. At Windham Brannon, we will help you keep it.

Windham Brannon Personal Planning Services, P.C.
John F. Edgar, Chairman and CEO
pps@windhambrannon.com
678-510-2773
1355 Peachtree Street, Suite 200, Atlanta, Georgia 30309