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11720 Amber Park Drive Suite 150 Alpharetta, GA 30009

(770) 410-4088
mwinston@e-planmark.com

Retirement Plan Consulting

Data-driven analysis is the foundation for everything we do.

401k Plan Administration

Plan Design, Advisory Services and Third Party Administrator capabilities provide a turn key solution.

Fiduciary Guidance

Comprehensive eight point benchmarking process provides the processes and procedures to help meet your Fiduciary obligations.

Our Three-Step Process

Every action we take is based on our data-driven, 3-step process.

Retirement Plan Consulting

Data-driven analysis is the foundation for everything we do.

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401k Plan Administration

Individualized strategies ensure that your goals are always a priority.

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Fiduciary Guidance

Our comprehensive financial management means we're ready to address your every need.

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Ready to get started? We are ready to help.

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Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

Self-Employed Retirement Plans

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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Should You Invest in Exchange Traded Funds?

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?
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Inflation and Your Portfolio

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.
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Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.
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Timing Your Retirement

This short video illustrates why knowing when to retire can be a crucial part of your strategy.
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Take Charge of Your 401(k)

Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. We put together this guide to help you potentially save thousands in taxes and fees, tips for speeding up retirement preparations, and critical mistakes to avoid.

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