Choice Wealth Management

Choice Wealth Management Guiding Families with Special Needs Dependents to Build & Preserve Wealth, Reduce Taxes, & Protect Public Benefits

We had an incredible time at this year's Participant Directed Advocates of Georgia -PDAG and are proud to have been a Tr...
08/28/2026

We had an incredible time at this year's Participant Directed Advocates of Georgia -PDAG and are proud to have been a Trailblazer Sponsor! It was great to connect with so many parents, caregivers, advocates and other professionals as well as gain valuable insight from the speakers and panelists. Thanks to Rita Young, Mitzi Proffitt, and the PDAG organization and volunteers for facilitating such an important event!

08/27/2026

Here’s how to calculate how much you’ll need to have saved before you retire. 4 simple steps!

Please note – this is BACK OF THE NAPKIN MATH!

There’s a ton of stuff this type of estimate doesn’t consider, such as:

- How your money is allocated across pre-tax, taxable, and tax-free accounts
- How your spending needs will change over time during retirement
- How your income sources are taxed

…just to name a few.

Creating detailed retirement estimates and developing plans to realize them is what we do all day. But to get to a ballpark idea, use this formula!

If you'd like help thinking through your own situation, please schedule some time with me today: https://buff.ly/RsMAkIX

I'm looking forward to taking part in this upcoming seminar with Velez Health Broker Velez Health Broker and A Circle of...
08/27/2026

I'm looking forward to taking part in this upcoming seminar with Velez Health Broker Velez Health Broker and A Circle of Love Home Care! There's still time to register if you'd like to join us. Link in comments.

08/13/2026

When our son was diagnosed with autism, I quickly realized that the world of special needs and disability has its own foreign language full of acronyms. So, I’m doing a series of videos to try to highlight and simplify the most important special needs financial planning terms every parent and caregiver should know.

Today's acronym is HCBS = Home- and Community-Based Services

08/11/2026

💙 A Big Thank You to Choice Wealth Management for being a 2026 PDAG Trailblazer Sponsor!

We are incredibly grateful to the organizations and individuals whose support helps make the 2026 PDAG Conference possible.

Your partnership allows us to bring together people with disabilities, families, advocates, professionals, and policymakers to learn, connect, and strengthen participant direction across Georgia.

Thank you for believing in this work and investing in our community. We couldn’t do it without you!

We look forward to seeing everyone on August 25 at The Carter Center!

08/10/2026

When our son was diagnosed with autism, I quickly realized that the world of special needs and disability has its own foreign language full of acronyms. So, I’m doing a series of videos to try to highlight and simplify the most important special needs financial planning terms every parent and caregiver should know.

Today's acronym is ABLE = Achieving a Better Life Experience (the name of the 2014 legislation that allowed for the creation of ABLE accounts)

08/07/2026

We are grateful to Choice Wealth Management for their support of this year's Georgia Race for Autism and Fall Festival. Making a difference in many ways for Spectrum always!

08/06/2026

When our son was diagnosed with autism, I quickly realized that the world of special needs and disability has its own foreign language full of acronyms. So, I’m doing a series of videos to try to highlight and simplify the most important special needs financial planning terms every parent and caregiver should know.

Today's acronym is SNT = Special Needs Trust.

What other acronyms should I cover? Lmk in comments!

Looking forward to taking part in this upcoming seminar with Velez Health Broker and ! Two dates to attend - registratio...
08/05/2026

Looking forward to taking part in this upcoming seminar with Velez Health Broker and ! Two dates to attend - registration link in comments!

08/03/2026

When our son was diagnosed with autism, I quickly realized that the world of special needs and disability has its own foreign language full of acronyms. So, I’m doing a series of videos to try to highlight and simplify the most important special needs financial planning terms every parent and caregiver should know.

Today's acronyms are SSDI & DAC = Social Security Disability Insurance and Disabled Adult Child

Address

11555 Medlock Bridge Road, Ste 100
Johns Creek, GA
30097

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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