Attorney Mike Bascom has been a trusted estate planning and elder law attorney serving Georgia families for decades. With more than 35 years of experience, he helps individuals and families create thoughtful plans around wills, trusts, asset protection, and long-term care planning. Our team has had a long-standing relationship with Mike and consistently values his thoughtful, strategic approach. He takes the time to understand each family’s goals and helps simplify complex planning decisions so clients can move forward with confidence.
Susan Floyd is an estate planning and probate attorney based in Roswell who helps families create thoughtful plans around wills, trusts, and estate administration. Her work focuses on building coordinated estate plans that protect clients during their lifetime and provide clear direction for loved ones in the future. With more than 20 years of experience in estate planning, probate, and fiduciary law—including previous roles as a fiduciary trust officer and legal counsel for major financial institutions—Susan brings both technical expertise and a practical perspective to the planning process. She takes a clear, education-focused approach to helping clients understand their options so they can make confident decisions about their family’s future.
Charter Accounting provides comprehensive tax and accounting services for individuals and businesses, including tax planning and preparation, bookkeeping, payroll support, and financial strategy. Led by Deborah Daniel, an experienced CPA with decades of industry experience, the firm focuses on helping clients navigate complex financial decisions with clarity and confidence. From everyday bookkeeping to proactive tax planning, their team works to simplify financial management while helping clients stay focused on long-term financial goals.
Geoff Smith with Assurance Financial helps buyers explore the financing options that support their next move — whether purchasing a first home, relocating, or transitioning into a new stage of life. He works closely with clients to understand their goals and guide them through loan options, timing, and strategy so they can move forward with clarity and confidence. We’ve had a long-standing relationship with Geoff and consistently appreciate his patience and deep knowledge of the lending process. He takes the time to walk clients through their options and ensure they feel informed every step of the way.
Ben and Candice Thornton with CMS Home Loans offer a wide range of mortgage products designed to support buyers at every stage of their journey. From first-time purchases to move-up homes and refinancing opportunities, they help clients explore financing options and find loan solutions that align with their goals and timing. We’ve had a long-standing relationship with Ben and Candice and value their knowledge of the lending landscape and the many loan programs available today. Their team takes a thoughtful approach to helping clients understand their options so they can move forward with confidence.