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Our Mission Statement

Our Mission Statement. ”At Active Financial Group, we are committed to working with individuals, families and small business to deliver honest and credible advice in helping them achieve their financial goals.”. ActiveFinancialGroup.com. 678-574-0080. Who We Are. Financial Planners since 2003

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Our Mission Statement

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  1. Our Mission Statement ”At Active Financial Group, we are committed to working with individuals, families and small business to deliver honest and credible advice in helping them achieve their financial goals.” Securities offered through J.W. Cole Financial, Inc. (JW Cole) Member FINRA/SIPC. Advisory Services through Jonathon Roberts Advisory Group, Inc. (JRAG) ActiveFinancialGroup.com 678-574-0080
  2. Who We Are Financial Planners since 2003 Independent Advisors Background as CPA 25+ Years Experience as Business Owners 15+ Years Experience in Commercial and Residential Real Estate Dually Licensed – Securities & Insurance Securities offered through J.W. Cole Financial, Inc. (JW Cole) Member FINRA/SIPC. Advisory Services through Jonathon Roberts Advisory Group, Inc. (JRAG) ActiveFinancialGroup.com 678-574-0080
  3. Our Philosophy “Its not what you make on your investments that counts – It’s what you keep” “Mathematics of Declines and Advances” Lose 5% = Need 5.3% to recover Lose 33% = Need 50% to recover Lose 50% = Need 100% to recover (Average Investor loss in 2008 = 38%) Securities offered through J.W. Cole Financial, Inc. (JW Cole) Member FINRA/SIPC. Advisory Services through Jonathon Roberts Advisory Group, Inc. (JRAG) ActiveFinancialGroup.com 678-574-0080
  4. Our Philosophy (cont’d) Investment Choices Always based on a “Plan” We don’t sell product We “Plan” for Our Client’s Retirement Be Accessible to Our Clients We answer our phones Client Trust Essential Integrity – Always do the Right Thing for the Client Be Active in the Community Securities offered through J.W. Cole Financial, Inc. (JW Cole) Member FINRA/SIPC. Advisory Services through Jonathon Roberts Advisory Group, Inc. (JRAG) ActiveFinancialGroup.com 678-574-0080
  5. Our Location 2655 Cobb Parkway NW - Kennesaw, GA (Located @ the Windsor) Securities offered through J.W. Cole Financial, Inc. (JW Cole) Member FINRA/SIPC. Advisory Services through Jonathon Roberts Advisory Group, Inc. (JRAG) ActiveFinancialGroup.com 678-574-0080
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