June 16, 2010 - Buddy Moore and NGWMG celebrate new location in Blairsville, Georgia
Robert "Buddy" Moore, LPL Financial Planner at North Georgia Wealth Management Group, wife Teresa Moore, and Laura J. LaTourette, CFP®, LPL Registered Principal recently hosted a ribbon cutting and open house in celebration of the new location at Season's Inn Plaza in Blairsville, Georgia. Business acquaintances, chamber members, clients, friends, and family members stopped by throughout the day to offer best wishes and congratulations.
North Georgia Wealth Management Group is an independent financial planning practice with offices in Dahlonega and Blairsville. The practice specializes in serving pre-retirees and retirees with fee-based financial planning, wealth accumulation, income distribution, and wealth transfer strategies. Clients include long time residents, business owners, and individuals.
NGWMG helps people set goals and make the preparations to reach them. Buddy says, "Planning takes place in stages. Many factors come into play such as identifying goals, day-to-day finance, debt control, personal savings, insurance, emergency cash reserves, college funding, retirement planning, and estate planning."
Charting a course with a professional is a complex process but can help you strategize for obtaining the future of your dreams!
Buddy is well known in Union County as a member of the Blairsville City Council. He says, "Since this is a central location right off the square, I hope everyone will drop in for a visit."
Buddy's new office is completely remodeled. Teresa says, "He did a lot of this work himself, with help from a lot of close friends. Buddy is a carpenter, painter, and all around handyman! All I did was help with decorating."
Buddy graduated from North Georgia College and State University in 1980, and worked for The Torrington Company in Dahlonega of 21 years, earning his Masters in Business Administration during that time. In 2002, Buddy began a career as Financial Planner.
Buddy has three sons in college at NGCSU. Teresa also has two sons, both currently serving in the Navy at Pearl Harbor . Both Buddy and Teresa are actively involved in many facets of community service including the Blairsville Kiwanis Club, Union County Family Connections, the Downtown Development Authority of Blairsville, the Historical Society, First Methodist Church of Union County, and North Georgia Technical College entrepreneur program.
NGWMG is owned by Laura J. LaTourette, CFP® and backed by a capable team of experienced financial planning and operations professionals. Many clients seek advice pertaining to charitable giving, multi-generational and legacy planning. In these instances, NGWMG serves as an impartial third party, coordinating the many players required to carry out complex plans.
Buddy adds, "If you have questions about finances or planning for the future, I will be glad to help you find the answers. As a part of North Georgia Wealth Management Group, my job is to help you plan for the future by making sound financial decisions. I will use the information you give me as a foundation to create a customized plan unique to your specific life situation."
Fees for financial planning services are charged on an hourly basis and portfolio management fees are based on a percentage of assets. Securities are offered through LPL Financial, Member of FINRA/SIPC.