Our Stories

The Gift of Generosity

While clients are busy wrapping presents, baking treats and making plans to celebrate with loved ones, the holiday season is also an ideal time to discuss another form of connection:…

The Heart of Legacy Planning

Legacy planning isn’t just about transferring wealth — it’s about passing down what matters most: one’s values, passions and desire to make a difference. Many people want their lives to…

Connecting Wealth with Purpose

The Professional Advisors Network through the Community Foundation for Northeast Georgia is a bridge builder for philanthropists and worthy causes. Whether a financial advisor, estate attorney, CPA or other professional,…