View your most recent Social Security Statement, change your address, calculate benefits, and better understand the program.
View popular calculators, compare credit cards, and compare lenders.
Add yourself to the Do Not Call Registry, understand scams and traps, get tips to secure your electronic devices, and learn how to freeze your credit.
See filing dates, grab forms, get answers to common tax questions, and view free and electronic filing options.
Is there a financial term that you don't understand? Find all things financial (in plain English) here.
The low-cost, DIY option for completing simple and necessary estate planning documents. (Contact us if your planning requires a local estate planning attorney).
The FREE option to get your credit report.
Aggregate your accounts (for free), track spending categories, set a budget, and monitor your credit score.
Brett joined Johns Creek Financial in 2018 as an independent affiliate and personal wealth advisor. He has over 10 years experience focused on managing the investments and planning needs of a divers base of families and individuals.
Brett attended the University of Georgia earning his Bachelor of Science in Economics and Georgia State University completing his MBA. He holds both the CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Analyst designations. Brett is a member of the CFA Institute and the Atlanta Society of Finance and Investment Professionals.
Brett and his wife, Lindsey, live in Milton with their daughter, Harper, and dog, Tripp.
Joe provides Comprehensive Wealth Management and Retirement Planning, with a focus on investment, tax, estate, charitable, and retirement distribution strategies for high net worth individuals and families.
Prior to joining JCF as an independent affiliate, Joe spent 10+ years with Fidelity Investments and was responsible for providing wealth management services for over 450 clients exceeding $550 million in assets. He leverages vast experience to provide highly personalized service, utilizing a wide array of financial planning and portfolio management resources.
Joe holds a Finance degree from the University of Cincinnati College of Business and completed the Executive Program in Financial Planning through the University of Georgia. He and his wife, Kristin, live in Brookhaven and are members of Northpoint Church. Joe enjoys travel and playing golf.