EternityPortfolio.com

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Company Name

The Strategic Life Initiative, Inc.

Company Contact

phone: +1 770 368 1700

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Title

The Eternity Portfolio

Description

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Alan is President of Brightworth, a fee-only, private wealth management firm based in suburban Atlanta, Georgia. As personal strategist for business owners and high net worth families across the country, Alan helps clients optimize their financial and life resources through comprehensive planning. He provides integrated financial, tax and investment strategies, specializing in the areas of executive compensation, small business, estate and philanthropic planning. He is a Certified Public Accountant, Certified Financial Planner practitioner, and Personal Financial Specialist. Alan completed the IMCA Investment Analyst Program at the Wharton School of Business and is a Certified Investment Management Analyst. Alan received his B.B.A. and Masters degrees from the University of Georgia.