We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.
We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.
Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.
My name is Rita Lakes. I am an Accountant, License Professional in multiple States and Certified Financial Educator to help clients with their taxes, health benefits, retirement planning, business planning, and investment management. I partnered with multiple financial services carriers to provide the best solutions and strategies to reach my clients financial goals. My main focus is to provide Financial Education they deserve. Financial education isn’t an option. It’s a necessity. No one should care more about your financial future than you. Understanding your financial situation and strategy is a priority, especially when faced with the challenges and uncertainty of today’s financial climate. Financial Literacy for individuals and Organizations all over North America. With over 15 years of experience in the Financial Services Industry, I have educated and helped many families with their financial needs. I am certified in Long-Term Care and recently certified as Registered Social Security Analysts. I have been a resident of GA for over 20 years with a degree in Accounting. I am a wife and a mother of two wonderful children Hannah and Hayden.