ADVISORY

  • ​Accounting & Bookkeeping

  • Budgeting

  • Financial Planning

  • Risk Advisory

  • Strategy Consulting

  • Transaction Advisory

FINANCIAL ADVISORY SERVICES

  • Cash-Flow Management

  • Compensation & Benefits

  • Education Planning

  • Estate Planning

  • Insurance Review

  • Investment Planning

  • Retirement Planning

  • Risk/reward assessment

  • Tax Planning

INVESTMENT & INSURANCE

  • Municipal Bonds

  • Mutual Funds

  • Options

  • Stocks

  • Medical Insurance

  • Dental Insurance

  • Vision Insurance

 

DEBT CAPITAL

  • Fixed and Floating Rate Notes

  • Short-, Medium-, and Long-Term Debt

  • Secured and Unsecured Notes

Small Business Loan Requirements​

  • Term Loans Up To $500K

  • Line Of Credit Up To $100K

  • Minimum 1 Year In Business

  • Minimum of $100K in Gross Revenue

  • Minimum Credit Score is 500

  • Loans Up to 36 Months

MORTGAGE

CONSTRUCTION & REMODEL

Pre-Construction Services

  • Cost estimation

  • Project scheduling

  • Design decision-making

  • Handling of construction materials

  • Building permits

  • Land purchase

Construction Project Management​

Planning Phase

Execution Phase

Post Construction Phase

 

P: 404.481.8411

F: 404.939.0902

575 Pharr Rd NE,
Unit12446
Atlanta, Georgia 30305

©2019 by Kellier Financial. All rights reserved.