Claris Financial Advisors GA

Claris Financial Advisors is a financial planning firm that works with individuals and businesses on retirement strategies, investment management and estate planning. The firm says it serves people at any stage of life and any asset level, including young and single clients, newly married couples and retirees. Its services include IRAs, 401(k) and 403(b) planning, college plans, tax plans, disability, life and long-term-care insurance, and wills and powers of attorney.

The first step is a complimentary money matters review, which can be booked through the website or by phone. The planning process starts with a conversation about goals and concerns, followed by a strategy the team reviews over time as circumstances change. Lee Baker, CFP, is the founder and president. The office is at 2295 Parklake Drive in Atlanta, and the firm is registered with the state of Georgia as an investment advisory firm.