2475 Northwinds Parkway
Ray O’Connell, Accredited Investment Fiduciary
UNCOMMON STRATEGIES that may help find money you lose UNKNOWINGLY and UNNECESSARILY – particularly in the tax area
Ray O’Connell is an Accredited Investment Fiduciary. He is the founder and managing director of Altus Wealth Strategies, Inc., an independent Financial and Tax Strategies planning firm with several offices in the northern Atlanta area. O’Connell is passionate about helping clients implement strategies to protect and grow their wealth while minimizing taxes. Using SAFETY-FIRST principles. His customized Financial Confidence Blueprint outlines the process designed to help meet client-specific goals.
Taxes are a huge issue. Clients get appropriate exposure to little-known tax strategies that are often only promoted to high earning entrepreneurs by tax attorneys and advisors including Ed Slott, CPA, who the Wall Street journal calls ‘America’s foremost IRA expert’ -- a best-selling author and regular Public Broadcasting Systems (PBS) speaker. Mr. Slott introduced Ray on his Atlanta PBS show as one of the best financial advisors.
Ray helps answer the questions, “AM I PAYING TOO MUCH IN TAX, WILL I HAVE ENOUGH TAX-FREE INCOME, and AM I PROTECTED?”
Clients have one shot at retiring, so need to avoid the irreversible mistakes many make when planning for retirement. There are no “do-overs” in this critical planning area, and Ray and his team do not underestimate the importance of the faith and trust needed in a financial adviser. Our Planning Team consists of CPA’s (yours or ours), a Tax Attorney, Insurance and Annuity Specialist, Independent Investment Managers and a Long-Term Care Specialist. O’Connell heads the team.
Ray is an educator who has taught hundreds of advisors the principles of investments and insurance. He has presented programs to physician groups, business owners and those doing retirement planning. Additionally, he has taught adult education classes at Georgia State’s Alpharetta campus and the University of Phoenix. He is also an author.
Ray and his wife Jan live in Alpharetta and are active in their church. They have two grown daughters and seven grandchildren. They support the Georgia Special Olympics, Rally for a Cure and foster care programs. They enjoy travel and sports, and have visited 47 states.
Ray O’Connell, AIFAltus Wealth Strategies, Inc.770-688-8000Ray@AltusWealthStrategies.com
Advisory services offered through Elite Investment Team