Gary Braswell
Financial Professional
Gary Braswell brings a wealth of experience to his role as a Financial Professional at American Heritage Financial, with two years of dedicated service in the industry. Serving the Atlanta metro and NE Georgia regions, Gary focuses on assisting small businesses with under 100 employees, providing comprehensive financial solutions tailored to their unique needs.
With a background rooted in the Environmental industry, Gary spent 20 years in waste management, where he held various leadership positions including Sales Manager, Customer Service Manager, and Senior District Manager. His tenure at Waste Management was marked by notable achievements, including combining sales and operational practices to enhance customer satisfaction and managing multiple business units to deliver exceptional results across a larger market area. Gary’s leadership skills were further showcased as he effectively managed over 325 employees and facilitated revenue generation exceeding $80 million annually.
Beyond his professional endeavors, Gary is an active member of Business Networking International (BNI) and Area Chambers of Commerce, fostering meaningful connections within his community. In his personal life, Gary’s dedication extends to his family; his wife, Kimberly, oversees the quality of life and care of senior citizens in an assisted living environment, while his daughter, Payton, pursues a career in sports management, and his son, Preston, looks forward to a future involving supercars.
When not assisting clients or spending time with his family, Gary indulges in his hobbies, which include surfing, snow skiing, and boating. He also enjoys attending college football games with his family, immersing himself in classic literature, and supporting Lifewell Ministries, a local non-profit organization.
For personalized financial guidance tailored to your needs, you can reach out to Gary Braswell at GaryBraswell@AHFplanners.com or (678) 943-3530.
AHF Wheel of Services
Wills / Trust Reviews
Leaving a legacy requires discipline and preparation. We can work with you to develop a tax-efficient plan that helps provide for the people and passions you care about the most.
Tax Strategies
While most tax preparers focus solely on the current year’s taxes, we plan for the future and highlight long-term strategies (after-tax, Roth and pre-tax) that fit your situation. While we don’t give specific tax guidance or prepare taxes, we often work directly with your tax professional to identify ideas that could make a meaningful impact now and in the future.
Investments
Once you reach life’s distribution phase — those long-awaited retirement years — it’s imperative to identify investments and strategies that align with your goals, risk tolerance and income needs. We can walk you through options to help ensure you never need to worry about running out of money.
Social Security
The question isn’t when can you begin taking your Social Security benefit (between 62 and 70); it’s when should you. We will detail many factors and considerations that go into Social Security optimization and help you determine ways to potentially increase your lifetime benefits.
Medicare
Let’s face it, Medicare can be confusing. But it doesn’t need to be. We can answer your questions and cut through the noise, making sure you have suitable medical and prescription drug coverage and clearly explaining options for covering the 20% of medical expenses that Medicare doesn’t cover.
401k / Pension
Understanding how your retirement program works is the first step toward reaching your goals. We can help you evaluate pension settlement options, make wise investment choices related to 401(k) or 403(b) plans and explain how your wealth is growing so you can have confidence your future is secure.
Workplace Benefits/Business Owner Solutions
If you’re a business owner struggling to recruit or retain key employees and provide attractive benefits, or if you’re contemplating a business transition, we can work with you to build a strong incentive plan and increase value. We create innovative solutions to help protect your business, your employees
and your lifestyle.
Long-Term Care Options
Preservation. That’s what long-term care is all about — shielding you and those you cherish from the unknown. We can assist in devising a long-term care strategy to give you confidence that, no matter what the future holds, your loved ones will be taken care of and your assets will remain intact.
Insurance Programs
The features of insurance policies can vary widely, meaning it’s essential to understand what your policy covers, who your named beneficiaries are, what limits you have and what triggers a loss. We can help you analyze and (if needed) adjust your plans to help eliminate surprises and ensure your needs are covered both now and in the future.
If You’re Ready to Have a Conversation, We’re Ready to Help
Contact us today to learn how we have helped hundreds of individuals and families find the financial independence they sought by delivering services and products tailored to their distinct needs, goals and circumstances.