Allegiance Retirement Solutions
Our Story: With over 75 years of experience in serving others in Financial advice and money management, Allegiance Retirement Solutions, Inc. was formed to educate future retirees and to manage the wealth built during...
Different By Design
Wilson Lewis is not like other accounting firms. And that’s by design.
When Lennie Wilson and Angela Lewis started Wilson Lewis,they wanted to create a CPA firm that looked and felt different. When they first...
How to Choose a Financial Planner
You’ve got a 401(k), some savings and a fairly decent grip on your finances. But you’re still not sure you’re making the most of your money. You’re not alone. For many people, the most...
‘It’s Personal’… For Amy Greiner, the Role of a Financial Planner Requires a Love...
A mother, a wife, a financial planner…superwoman?
On the surface, she’s just another mom trying to kick start her day like any other mother at 6 a.m. on a school morning. She’s bustling about, making...
Tracey Mason: Delivering On a Legacy of Compassion and Commitment to Gwinnett
She was twelve when she earned her first hundred-dollar bill—the summer her uncle hired her to fill in as a receptionist for a week. Tracey Mason recalls the memory vividly, warmth and affection infusing...
What Scares You?
Stop Fearing Rejection. Stop Seeking Approval. Start Prospecting!
by Al Simon, President // Sandler Training by Simon Inc.
There is a question most people want answered when they go to a sales training program or read one of...
Private School Questions?
Before you start looking into charter, Montessori, Christian or military academies, you have some issues to consider. Is private school right for your child? How do you decide?
Once you’ve decided on a private school...
Bond Issue Would Fund Strategic Priorities
by J. Alvin Wilbanks, CEO/Superintendent // Gwinnett County Public Schools
Gwinnett County Public Schools is focused on two important, related issues this fall— a General Obligation (G.O.) bond referendum to benefit all schools and the...
Highest Credit Ratings: Saving on Financing Costs
by Charlotte J. Nash, Chairman // Gwinnett County Board of Commissioners
It was a proud moment to read earlier this year what the three major credit rating agencies had to say about Gwinnett County in...
Thinking Outside the Giftbox
There are as many surprising gifts for loved ones as there are pesonalities. An unusually playful gift-giver might find it easy to get a smile out of her recipient. But for most of us...