What to bring

To make the most of your time with us, please bring the following documents and information to your appointment:

  • Your most recent paycheck stub
  • A list of monthly expenditures
  • Tax returns for the last two years
  • Any insurance policies
  • Retirement and investment statements
  • Powers of Attorney and Living Will documents

Financial Advisor's

Janelle Mckoy
Senior Financial Advisor at Smart Wealth University
115 E Main St Buford GA 30518

+1(980)308-3206

Janelle@smartwealthuniversity.com

Experience

Working in the financial services industry since 2019 Currently focused on providing guidance and support to individuals and business owners for reaching their financial goals –financinga child’s education, life insurance planning, planning for retirement or saving for long-term goals

Resident Health and Life Insurance Licensed (includes Annuities and Variable Contracts) Auto, Property & Casualty & Notary  

Board Member at Smart Wealth University Registered representative and agent, Smart Wealth University , Inc., agent, whether that be

Schedule Free Consultation
Scroll to Top