Central Georgia Wealth Management

Kevin Watson - President
Scott Simpson - Vice President
Madalynn Squires - Senior Registered Sales Associate

Welcome to Central Georgia Wealth Management.  Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation.  Successful financial planning involves developing a clear understanding of your goals, creating a plan to achieve your goals and monitoring your progress. 
Calculators

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

More Calculators →

Newsletters

Estimate Your Estate

It is imperative to have an estate conservation strategy. Taking an inventory of your assets is a good place to start.

Protect Your Downside

When the economy takes a turn for the worse, bond mutual funds offer investors a chance to diversify their holdings and dampen risk.

It’s Your Home, Not Your Retirement

Although downsizing or using a reverse mortgage to free up home equity can be appropriate for some older retirees, planning to rely on your home to fund your retirement is a corner you may not want to paint yourself into.

More Newsletters →