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Roger E. Sulhoff, CKA®

CEO
Private Client Advisory, Inc.


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Areas of Concentration

Asset Allocation, Business Succession Planning, Cash Management and Budgeting, Charitable Giving, Comprehensive Financial Planning, Cross-Border Planning, Education Planning, Elder Care, Employee and Employer Plan Benefits, Estate Planning, Healthcare Planning, Insurance Planning, Investment Management, Investment Planning, Legacy Planning, Long-Term Care, Planning for Owners of Closely-Held Businesses, Real Estate, Retirement Income Management, Retirement Planning, Risk Management, Securities, Small Business Planning, Social Security Planning, Socially Responsible Investments, Special Needs Planning, Sudden Wealth Management, Tax Planning, Wealth Management, Wealth Transfer

Office Location

Private Client Advisory, Inc.
329 Oak Street
Suite 201
Gainesville, GA 30501

Office Location

The Strategic Financial Alliance
2200 Century Parkway
Suite 500
Atlanta, GA 30345

Description

● Financial Planning
● Wealth Management and Transfer
● Registered Investment Advisor
● Insurance Agent for Life, Disability & Long Term Care
● Variable Insurance Agent for Life and Annuity
● Charitable Giving, Trusts and Foundations
● Crown Ministries Facilitator
● Qualified Retirement Plans Administrator
● Fee-Based Practice Management Operations

Licensed in these states: AL, CA, CO, FL, GA, MT, NC, SC, VA

Check the background of this investment professional on FINRA BrokerCheck

Contact Roger