CFP® – Managing Associate
Associate
Download BioNotable9 Years of Financial Services ExperienceCERTIFIED FINANCIAL PLANNER™ CertificantMember of Financial Planning AssociationAlly with Circles CobbAlumni of Kennesaw State University’s Student Managed Investment Fund, LLCContact(678) 797-3727Email MilesMiles Magyar, CFP® Associate Miles Magyar, CFP®, is an Associate at Henssler Financial. Having joined the firm in June 2024, Mr. Magyar creates customized financial plans for individual…
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why your year-end tax planning is going to take a little longer this year.
By: Tim O’Pry | Chief Security Officer Over the years (decades), I have been asked for tips on everything from starting a business to the perfunctory cocktail question of, “What do you do?”. Regardless of the question, the answer is the same: I manage failure points. That answer tends to end most casual cocktail conversation…
If you are a business owner who is accustomed to treating clients to sporting events, golf getaways, concerts and the like, you were no doubt saddened by the part of the tax reform that passed last December that did away with the business-related deductions for entertainment, amusement or recreation expenses, beginning in 2018. You can…
Financial Planner
Individual crowdsourcing (also known as personal crowdsourcing) refers to a process of raising money for a personal cause or project using an online platform such as GoFundMe. But how exactly does the process work? Here are some answers to common questions about individual crowdsourcing. What causes can be supported via individual crowdsourcing? Individual crowdsourcing can…
CFP®, CWS® – Senior Associate
Download BioNotable3 Years of Financial Services ExperienceContact(678) 797-3704Email BransonBranson Nelson Financial Planner Branson Nelson is a Financial Planner in the Planning & Implementation Department. His responsibilities include assisting Managing Associate K.C. Smith, CFP®, CEPA, and Associate Adam Stadalius, CFP®, reviewing client asset allocation and cash flow projections, and client services support duties, including processing client…
