Financial Planning

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Covered Bridge Financial LLC
5845 Millers Pond Lane, Powder Springs, Ga. 30127
| Phone: (404) 409-9055

Welcome to Covered Bridge Financial.

The job of Covered Bridge Financial is to provide you with a financial plan that matches your finances to the way you want to live your life. 

The world of finances can be complex and confusing and leaves many people wondering whether or not they've made the right decisions  Other people simply don't take any actions because they don't know where to start.  Covered Bridge Financial helps you make the choices that are right for you by providing objective, easy-to-understand recommendations.

Covered Bridge Financial is owned and operated by Certified Financial Planning Practitioner Mark Freret.  Mark starts by listening to you to find out what is going on in the present and what your goals are.  The plan that is developed is centered around you.  In short, your plan balances your needs today with your goals for tomorrow. The result is a specific action plan that gives you the advice you need while allowing you to remain in control of your finances. 

Knowing that you are in control and feeling like you are moving in the right direction is a great place to be.  Covered Bridge Financial can help you reach this place.

Mark Freret primarily serves the metro Atlanta area but will also meet with clients outside of the Atlanta area.  One of the benefits of choosing the fee-only services of Covered Bridge Financial is that Mark meets with you in your home or place of business.  Doing business this way makes scheduling a meeting easier for you and helps keep the cost of the financial plans lower. 

The initial meeting comes at no cost.  This meeting allows us to meet face to face to discuss your situation, needs, and expectations.  Mark works with clients at all stages of life and wealth. He works with young couples working to balance the birth of children and investing for the future to retired individuals wanting to make sure their investment portfolios are allocated appropriately.  You do not need to have a certain level of wealth in order to have a financial plan created for you. 

Don't put off making some of the most important decisions you will make in your life simply because you're not sure where to begin.  Call Mark Freret to learn more about how Covered Bridge Financial can help you.

Covered Bridge offers advice in the following areas:

  • Cash/flow budgeting
  • Investing
  • Education Funding
  • Selecting proper insurance coverage
  • Employee benefits
  • Choosing the right mortgage
  • Retirement planning
  • Taxation
  • Estate Planning

Covered Bridge Financial * 5845 Millers Pond Lane* Powder Springs * Ga * 30127 Phone: (404) 409-9055

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