300 Main St., Suite 301
St. Simons Island, GA 31522
Hours:
Mo-Fri 8am to 5pm
Closed on Fridays
(June to Sept 1st)
Individuals
Individuals
Graham | Adams provides personalized financial services to help individuals achieve their financial goals, manage their finances effectively, and navigate complex tax and financial situations. Here’s how we can set you on the right path:
Tax Planning
& Preparation
(tax returns, optimization, and estimation)
Financial Planning
(saving for retirement, funding education, investing)
Wealth Management
Managing Debt
Estate and Trust Planning
Addressing IRS Issues
Retirement Planning
Budgeting and Cash Flow Management
Specialized Support
- Self-Employed Individuals: We manage bookkeeping, taxes and deductions specific to freelancers or gig workers.
- High Net-Worth Individuals: We provide sophisticated tax strategies, estate planning and wealth management tailored to complex financial situations.
- Life Changes: We guide individuals through events that affect finances like marriage, divorce, inheritance or relocation.