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United States
Inbound/Outbound Planning, Business Owner Planning, Real Estate Investment
At Illumination, we listen, we gather information, and we learn about our clients’ core values, needs and wants. Then we create a holistic roadmap taking into account the speed at which they wish to realize their goals. We’ve developed an approach that’s flexible enough to meet each client’s diverse objectives. Whether you come to us for advice on building wealth, retirement, investing, tax, or business succession planning, we have the resources to meet your needs and the desire to make a meaningful difference in your life.
Fixed quarterly fee
Norman joined Illumination in 2015 as a Financial Planner, bringing with him a diverse array of financial experiences and background expertise. He previously worked as a CPA in a public accounting firm, as a manager of corporate income taxes at BellSouth, and as the leader of the financial operations team at CareerBuilder. Norman earned his master’s degree from the University of Georgia where he specialized in tax. He cultivated his interest in investing during college and made personal finance a key focus of his career.
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