Ray O’Connell, AIF, RHU, CLTC
Ray O’Connell is managing director of Altus Wealth Strategies, Inc., an independent fee-based Registered Investment Advisor in Atlanta. Altus specializes in retirement income planning and tax-efficient distribution strategies. Ray has been in the estate and financial services industry since 1991 and is passionate about educating consumers, helping protect their assets and helping them Plan, Dream and Achieve their retirement goals. His Financial Confidence Process provides a customized blueprint designed to help meet these client-specific goals.
Ray gives practical advice on how to succeed financially by avoiding the irreversible mistakes many make when planning for retirement. Depending on a client’s needs, Ray may suggest strategies designed to help avoid losing money or running out of money, create a lifetime of income, reduce overall taxes, and pass wealth on to heirs in the most tax-advantaged manner.
Ray helps answer the question, “WILL I HAVE ENOUGH?”
Professionally, Ray has been trained in comprehensive programs that deal with the challenges faced by pre-retirees and retirees. He has trained extensively with Ed Slott, America’s foremost IRA expert, author, and regular Public Broadcasting Systems (PBS) speaker.
Ray has lectured to business and physician groups as well as employees of Coca-Cola, Georgia Pacific, Home Depot and the Southern Company, and has taught adult education classes at Georgia State’s Alpharetta campus and the University of Phoenix. He is dedicated to helping preserve and grow hard-earned assets by reducing financial risks, increasing income and eliminating unnecessary taxes.
Ray and his wife, Jan, live in Roswell and are active in their church. They have two grown daughters. They support the Georgia Special Olympics, Rally for a Cure and the Boys and Girls Clubs.
11138 State Bridge Road, Suite 100 | Johns Creek, Georgia 30022
The above is for information only and is not to be construed as legal or tax advice.
If you need a referral to a competent attorney or CPA, we will be glad to provide you one.
Advisory services offered through Altus Wealth Strategies, Inc., an independent fee-based Registered Investment Advisor.