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| about Don McCarty |
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May 12, 2008 |
- Member of the Financial Planning Association (Georgia Chapter)
- Graduate of The Financial Planner Program from Oglethorpe
University (Board of Certified Financial Planners© accredited program)
- B.S. Degree in 1975 from Georgia Southern University (which was
"Georgia Southern College" back in 1975, before the school owned a football
and became a perennial national football champion powerhouse)
- Has Securities Licenses 7, 63, and 65 from the National Association of
Securities Dealers
- Has passed State of Georgia Insurance exams including Accident,
Sickness & Life, Variable Life, and Variable Annuities
- Formerly worked with Estate Management Counselors, LLC as a
Registered Investment Advisor Representative prior to founding
Financial Decision Partners. Has experience in preparing
comprehensive financial plans and advising clients in the
areas of investments, retirement, tax planning, insurance
needs, children's college planning, divorce settlements, and
estate planning matters. His 25 years of professional work experience
in the public sector gives him unique experience in understanding
Defined Pension Plans and Section 457 and 401(k) Deferred
Compensation Plans. He also has experience in employee benefit planning
by utilizing health care and child care spending accounts to
minimize income taxes.
- Excellent communicator regarding complex personal financial
planning issues
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