Financial Strategies for Business Owners
We use our experience and expertise to integrate your business plans with your personal financial goals and plans.
Investment Strategies
We develop your investment strategy only after a thorough review of your goals, expectations and risk tolerance.
Retirement Planning
We utilize a thorough discovery process and sophisticated planning tools to develop your customized retirement plan.
Estate Planning
We work with you to develop and implement an estate plan to meet the unique needs and goals of you and your family.
Life Insurance and Risk Management
We help you evaluate and make good decisions regarding life insurance and other risk management products or solutions.
Deeply Rooted in Trust
Our core values are integrity, dependability and trustworthiness…but we understand that trust must be earned.
At Childs Company, we believe that creating a sound financial plan and investment strategy begins with understanding who you are, where you come from, and where you want to go. We make every effort to gain a deep understanding of what drives you, such as your goals, aspirations, family values, and future life transitions.
About Us
Childs Company is a boutique private wealth management firm. We seek to engage deeply, while providing independent, objective advice and an extraordinary level of service.
In addition to being committed to the success of our clients, we are deeply involved in our community and deeply committed to supporting the philanthropic interests of our clients.
Our Community
Whether you call it Johns Creek, Peachtree Corners or the 141 Corridor, we call it home. We live, work, and play here, so we do all we can to support local businesses, help our neighbors, and drive responsible growth and progress. If you call this place your home, we would love to get to know you.
Philanthropy
We do more than "give back" to the community. We actively support many of our clients' charitable organizations, including Camp Horizon, Corners Outreach, Cristo Rey, Good Samaritan Health Center, Juvenile Diabetes Research Foundation, Young Life and Your Grateful Nation, and Feed My Starving Children.
Client Spotlight: Shawn Jones
We wanted to recognize our client Shawn Jones for his accomplishments while serving as Chairman of the Board for the Associated Builders and Contractors of Georgia (ABC of Georgia).
Quarterly Market Insights: Q3, 2023
After a relatively strong first half of the year, both stocks and bonds fell during the third quarter and into October.
Financial Strategies for Business Owners and Partners
The life of a business owner is a busy and challenging life.