2179 Lake Park Drive SE, Suite T, Smyrna, GA 30080

Annuities and Tax Free Retirement

Making & Meeting Goals

I start by documenting your goals and then compare them to your current portfolio. I use proven strategies designed to meet your risk tolerance and stand up against market volatility. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.

Building Strong Futures

I am passionate about helping both companies and individuals with diversifying portfolios, managing assets, analyzing market trends, and reducing financial risk. My goal? To safeguard the dreams you strive to achieve and the assets you have worked so hard to accumulate. I use proven strategies that includes Annuities, Insurance, and Tax Free Retirement designed to meet your risk tolerance and hedge against market volatility.

About Me

Since 1990, I've been helping business and individuals safeguard their assets and plan for the retirement they want. I am a RFC (Registered Financial Consultant) and member of the NEA (National Ethics Association) since 2006. I have been featured in Black Enterprise (4x) and in Ticker magazines. When I'm not working, I enjoy sports (NFL, NBA, and MLB), traveling, unique/exotic cars, and of course family.

Insurance Facts

8 in 10

Lunch vs. Life

1 in 3

Contact Me

Uptrend Asset Management LLC

2179 Lake Park Drive SE, Suite T, Smyrna, GA 30080

graceful@uptrendassets.com or (770) 801-8226