234 N Hammond Dr, Monroe, GA 30655

Welcome to Preferred Financial Associates!

Preferred Financial Associates is an independent, local financial services firm located in Monroe, GA. We specialize in wealth-building for individuals and small businesses. Our specialties lie in tax-free retirement planning and retirement income planning for individuals and for small businesses.

Check out out services page or click any of the links below to find out more information about the services we offer.

Qualified Specialists

Our specialists have years of experience in retirement income planning and protection.

Individual Approach

Every client of Preferred receives a personalized plan which aligns with their specific goals and needs.

Local Vibe

We are an independent and local agency, which means we can craft plans that fit your needs, not some big financial firm.

Discover the strategies that can build wealth for you!

  • Tax-Free Wealth Building

  • Small Business Retirement Benefits

  • 401k Rollovers

  • Living Benefits Life Insurance

  • Retirement Income Planning

  • College Funds for Kids

Specialists

Todd is the owner and manager of Preferred Financial Associates. He has been in the business for 5 years and specializes in living benefits life insurance, mortgage protection, and final expense insurance.

Shelly is a retirement income specialist, specializing in asset protection, wealth management, and has helped hundreds of families over the last 8 years.

Andrew was a high school history teacher before he changed careers to work at Preferred. He specializes in building retirement income plans with the use of FIAs and TFRAs.

Schedule Your FREE Consultation With Us Today!

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