Johns Creek Chamber of Commerce

Financial Partners of Johns Creek, LLC

  • Financial & Investment Services
4151 Ashford Dunwoody Rd
Suite 225
Atlanta, GA 30319
(770) 296-0104
(678) 648-1448 (fax)
Hours:
Monday-Friday 8am-5pm; Early evening hours by appointment only; Saturday morning by appointment only

About Us

We are consultants specializing in business planning, business succession and contingency planning, business benefits and tax management strategies. Let's see if we can lower your 401k & profit read more
  • About

    We are consultants specializing in business planning, business succession and contingency planning, business benefits and tax management strategies. Let's see if we can lower your 401k & profit sharing plan costs and get work off the plate of your Practice Manager and optimize the business, contributions & allocations. No fees or obligations. We'll run an analysis and see if your current plan is still the best plan for your practice. All plans have to be amended and restated over the next 2 years.

    The DOL requires you benchmark your existing 401k & profit sharing plan costs (making sure costs are reasonable). If you haven’t done that, we can do it for you and create a due diligence file for your records and the DOL. Your current provider’s not in a position to tell you if your fees are reasonable and we can independently do that for you (comparing to different providers).


    1. We have been successful in lowering overall costs for 401(k) profit sharing plans by reducing fees and making plan design changes that optimize shareholders percentage of the total profit sharing contributions.
    2. We provide you with a solution that will take on the administrative and fiduciary responsibility and get that out of your hands, including signing your form 5500.
    3. As the Plan’s financial advisor we can provide a free “Fund Window,” with no trading costs, open

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  • Whom to Contact

    • Mr. Scott Kallish
      Partner, Business and Financial Planning
      4151 Ashford Dunwoody Rd
      Suite 225
      Atlanta, GA 30319
      Phone: (770) 296-0104
      Fax: (678) 648-1448
  • Directions

    Intersection of I 285 and Ashford Dunwoody Road