CLIENT VISION

Mike Tarrant is a CERTIFIED FINANCIAL PLANNER™ professional and Certified Exit Planning Advisor (CEPA) with over 30 years of experience helping clients develop common-sense plans that seek to align their money with their life’s goals. His financial planning approach is goal-centered — built specifically for each client’s unique situation, issues, and needs.

Mike works primarily with families and individuals, with a unique focus on pharmacists and pharmacy owners. He is a Corporate Patron of the Alliance for Pharmacy Compounding, sponsor of the Georgia Pharmacy Association, and a Preferred Partner of its Academy of Independent Pharmacy. In addition, Mike maintains a network of trusted professionals offering their specialized expertise, so his clients truly have one choreographed source for all their financial planning needs.

AREAS OF EXPERTISE

• Planning for Retirement Income
• Investments & Advisory Services
• Business Value Estimation
• Exit & Succession Planning
• Estate, Legacy & Charitable Planning
• Tax Strategies
• Personal Insurance Planning & Group Benefits
• Business Retirement Plans & Strategies
• Cash Management & Debt Planning
• Education & College Funding

EDUCATION & CERTIFICATIONS

• CERTIFIED FINANCIAL PLANNER™ professional
• Certified Exit Planning Advisor
• Degrees in Economics and Finance, Valdosta State University
• Wood Badge Adult Leadership Training, Boy Scouts of America
• Member, Financial Planning Association
• Member, Georgia Pharmacy Association
• Member, Alliance for Pharmacy Compounding

OUTSIDE THE OFFICE

Mike and his wife of over 33 years live in Roswell, Georgia, where they enjoy traveling and dining, being with friends and family, participating in Stonecreek Church, and their hobbies of model railroading, birding, and random projects. Mike currently serves on the board of the NC&StL Railway Preservation Society, and has served as an elder and connection group facilitator at their church and as an Assistant Scoutmaster and Life to Eagle Coordinator in their sons’ local Boy Scout troop, having helped them and many others attain the Eagle Scout rank. Previously Mike served on the Georgia Cancer Foundation board and as Treasurer of the Financial Planning Association of Georgia and North Georgia Modurail.