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Third Act Retirement Planning

At Third Act Retirement Planning, we offer comprehensive, fee-only financial advice for retirees or those close to retirement. As a fee-only firm, we aim to be transparent about our fees upfront. Our minimum required amount is $250,000 for investment management services and $750,000 for wealth management.

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About

At Third Act Retirement Planning, we offer comprehensive, fee-only financial advice for retirees or those close to retirement. As a fee-only firm, we aim to be transparent about our fees upfront. Our minimum required amount is $250,000 for investment management services and $750,000 for wealth management.

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Phone

Address

3380 Trickum Road
Woodstock, Georgia 30188

County

Cherokee County, Georgia

Home City

Woodstock, Georgia

Contact

E-mail

thomas@thirdactretirement.com

Directory Category

Financial Planners - Woodstock, Georgia

Business Categories

Financial

Years Active

18

Website

http://thirdactretirement.com

Profile URL

https://www.storeboard.com/thirdactretirementplanning

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Hours

Monday

9:00 AM - 5:00 PM

Tuesday

9:00 AM - 5:00 PM

Wednesday

9:00 AM - 5:00 PM

Thursday

9:00 AM - 5:00 PM

Friday

9:00 AM - 5:00 PM

Saturday

Closed

Sunday

Closed

Specialty

Retirement Planning, Financial Planning, Investment Management, Wealth Management

Payment

Visa, American Express, Master Card, Discover, Check, Cash, Debit Card

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