Financial Consulting
for Business Owners

Working collaboratively to align the financial worlds of business, home and employees.

Retirement Plan Consulting

We help business owners enact retirement plans on a personal level and across the business. For companies that have an existing retirement plan, we review and benchmark the plan to ensure it best serves the business and participants.

Services

  • Plan Benchmarking & Review
  • Fiduciary Education
  • Plan Type Comparisons
  • Plan Investment Management
  • Due-Diligence Review
  • Participant Education

Financial Planning
for Business Owners

Business and home share alignment on some financial goals and obligations, but not all. We help owners consider the whole financial picture and develop a comprehensive financial plan that manages personal and business wealth.

Services

  • Goal-based Financial Planning
  • Retirement Planning & Budgeting
  • Investment Management
  • Investment Consulting
  • Insurance Management
  • Estate & Legacy Planning

Financial Consulting
for Employees

Organizational shifts, college tuition, and personal life events can cause employees stress. Nora Wealth works collaboratively with clients to design financial wellness programs, empowering employees to make educated financial decisions to achieve the best possible financial futures.

Services

  • Goal-based Financial Planning
  • Investment Consulting
  • Deferral Impact Assessment
  • Enrollment Meeting & On-going Participant Education

Business Value Preservation

If one of your goals is to eventually turn your business value into assets to be used for other purposes, like retirement or long-term care, it is imperative to have solid strategies in place to protect or preserve its value.

We ensure that the right conversations take place to identify gaps and put action steps into place to address them. If needed, we help you to identify professionals in the various areas to implement your action plan. Areas of concern tend to include:

Services

  • Key Talent and Talent Management
  • Business Strategy and Financial Management
  • Business Continuity and Disaster Recovery
  • Key Person and Ownership Transfer
  • Skills Training and Knowledge Transfer

Nora Wealth Advisors, LLC

1075 Peachtree Street NE, Suite 3650
Atlanta, GA 30309

Phone: 404-965-3639

Nora Wealth Advisors, LLC is a fee-only advisor. We do not receive commission on any financial product we recommend. Our sole interest in your money management is you.