Strategic Financial Partners is a family financial practice for Suwanee. Working closely with lawyers, bankers and regular accountants it can create and manage a financial plan that works for the entire family. It asks for a six month commitment to the process before making a decision as to whether or not to continue with the plan as it might take a bit of time to get used to it.
De Maine Wealth Management offers financial planing and counseling to individuals throughout Suwanee. It can help put investments in order, secure life insurance plans and put together estates and retirement plans. It can also transfer wealth via philanthropy or to family and other loved ones in times of crisis.
