Georgia's Own Investment & Retirement Services
Looking for financial freedom? With the right plan, it could be just around the corner.
You've got a bucket list...let's start checking things off
When you work with our financial professionals, you set the agenda. We help you work toward your goals, whether you’re looking forward to a round-the-world trip or spending more quality time with your recliner.
After discussing your current financial situation and goals, we’ll help you design a plan for the lifestyle you want—right now and in the future. Then, we’ll help you see it through.
Shoot us an email or give us a call at 404.253.9703 to get started.
Time to secure the bag
Prepare for retirement—and everything that comes before that—with services like:1
- Investments
- IRAs and rollover services
- Education funding
- Estate planning and conservation
- Insurance, including life and disability
- Annuities
Account View by LPL Financial
Already a Georgia’s Own Investment & Retirement Services client? Sign up for Account View for convenient, 24/7 access to your portfolio account balances and performance, recent activity, and more. Here’s how:
- Click here to access Account View, then click “Sign Up.”
- Enter your email address, phone number, and last four digits of your Social Security or tax ID number and click “Find Me.”
- Create a password when prompted. Your username is generated based on your email address.
- Accept the terms and conditions and choose a multi-factor authentication option.
- Enter the one-time passcode sent to your device. You’ll be redirected to the Account View login screen to access your account.
Need help? Click here for detailed instructions or reach out to us directly by email or at 404.253.9703.
Upcoming Webinars2
Three Transitions to Retirement
Your exciting next chapter will start soon. Are you ready? You’ll encounter financial, lifestyle, and emotional milestones along the way—but you’re not in this alone. We’ll work together to help you feel confident about your path to retirement.
Social Security and Your Retirement
Regardless of when you plan to retire, Social Security will likely be a huge part of the road ahead. But the rules can be a little tricky. We’ll cover the guidelines on starting your benefits, how to decide where Social Security fits within your retirement plan, and more.
Women and Investing
Planning for retirement can be intimidating, but it’s critical to ensure you’re confident in your finances so you have enough saved to retire comfortably. We’ll guide you on key investment principles every woman should know; the differences between financial products, like mutual funds and annuities; understanding investment behavior; and more.
Meet the Team
Looking for independence and financial freedom, a retirement packed with adventure, or a closet full of designer bags? Our team has years of experience helping members pursue their goals, whatever they are.
Thad A. Guyton
Financial Advisor
Candace Mills, CRPC3
Financial Advisor
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
1Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Georgia’s Own Credit Union and Georgia’s Own Investment and Retirement Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Georgia’s Own Investment and Retirement Services, and may also be employees of Georgia’s Own Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Georgia’s Own Credit Union or Georgia’s Own Investment and Retirement Services. Securities and insurance offered through LPL or its affiliates are:
| Not insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
2There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Variable annuities are subject to market risk and may lose value.
3CRPC is a registered service mark of the College of Financial Planning. Representatives are neither tax advisors nor attorneys. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Your Credit Union (Financial Institution) provides referrals to financial professionals of LPL Financial LLC (LPL) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more information.
