Client Communications

1st Quarter 2012 Commentary

Posted on Friday, April 20th, 2012

by James W. Heard, CFP®, President, Windham Brannon Financial Group, LLC

Windham Brannon Financial Group, LLC Tax Reports

Posted on Monday, January 30th, 2012

Click here to read about important changes to IRS tax reporting requirements and how the changes might affect you.

4th Quarter 2011 and Year End Commentary

Posted on Monday, January 30th, 2012

by James W. Heard, CFP®, President, Windham Brannon Financial Group, LLC

3rd Quarter 2011 Commentary

Posted on Monday, October 24th, 2011

by James W. Heard, CFP®, President, Windham Brannon Financial Group, LLC

New Address for Windham Brannon Financial Group, LLC

Posted on Tuesday, August 2nd, 2011

Effective Monday, August 8, 2011, our new address will be: 3630 Peachtree Road, NE Suite 600 Atlanta, GA 30326 Our phone and fax numbers will remain the same: 404-898-2000 (main phone number) 404-898-2010 (fax) *Please note that Windham Brannon will be moving our servers to the new location on Friday, August 5, 2011. During this… read the full article

Important Information Regarding Office Closing on August 5th

Posted on Friday, July 29th, 2011

As you may know we are relocating our offices from 1355 Peachtree Street, Atlanta, GA to 3630 Peachtree Rd. Ste. 600, Atlanta, GA 30326.    PLEASE NOTE: The move will occur on FRIDAY, AUGUST 5th. During this time we will NOT have access to our business phones and email. If you have any urgent account needs… read the full article

2nd Quarter 2011 Commentary

Posted on Wednesday, July 27th, 2011

by James W. Heard, CFP®, President, Windham Brannon Financial Group, LLC

U.S Debt Ceiling Gridlock

Posted on Tuesday, July 19th, 2011

Background Prior to 1917, each U.S. debt issuance was authorized by Congress.  In order to more easily fund World War I, the method was changed and then modified again in 1939, with the current law authorizing Congress through the Treasury to issue debt as necessary to fund government operations as long as the debt limit… read the full article

1st Quarter 2011 Commentary

Posted on Wednesday, April 27th, 2011

by James W. Heard, CFP®, President, Windham Brannon Financial Group, LLC

Merger Update

Posted on Wednesday, March 30th, 2011

We are pleased to announce our merger with Tarpley & Underwood Financial Advisors will be completed by March 31st.  The resulting new entity will be named Windham Brannon Financial Group, LLC.  We are excited about the synergies both firms will gain as we join together.  As always, feel free to give us a call if… read the full article

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