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Trust As IRA Beneficiary: Not Crazy


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Meet Joy A. Gorney, CFP®

Advocate for financial awareness, financial education, and The Golden Rule


Our Services

Personal Financial Planning and Employee Benefits


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Here you'll find a Registered, Independent, Full-Service, Financial Planning and Benefits Firm. 

Established in 2012 by Joy A. Gorney, Certified Financial PlannerTM practitioner, JAG Financial, Inc. is an independent, consultative, full-service financial planning and employee benefits firm.

  • - Over 17 years' experience.
  • - Full, comprehensive financial planning, wealth management, and retirement planning.
  • - Business owners: JAG Financial offers professional knowledge in employee benefits and retirement plans customized to your needs.
  • - JAG Financial operates under the Golden Rule. Of course, this always includes full disclosure, but at JAG, we also offer timely and continually-updated information and education on all your financial choices.

What sets us apart from the rest? We bring joy to the entire financial process.

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Contact Details

Joy A. Gorney, CFP®
Insurance and Investment Advisor

JAG Financial, Inc.
3025 Windward Plaza, Suite 250A
Alpharetta, GA 30005

Direct: (770) 810-0036
Fax: (770) 573-6390