• Personal

    Personal Financial Planning:

    • Risk Management (Life, Disability, Long Term Care and Medical Insurance)
    • Asset Management (Savings, Investment and Retirement Accounts)
    • Written Financial Plans (Estate Planning, Retirement Analysis, College Funding and Budgeting)
  • Corporate Services

    Employee Benefits :

    • Retirement Plans and Pensions (401k, Profit Sharing, and Deferred Compensation)
    • Health and Welfare Benefit Plans (Medical, Dental, Vision, Disability, Life, Long Term Care, and Section 125 Plans)
    • Employee Financial Advice and Education

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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