Atlanta, GA, November 07, 2008 --(PR.com
)-- Sanders Financial Management, a Gwinnett county-based financial advisory and investment management firm, today announced it was expanding the services it offers clients, hiring H. Duncan Moseley III as Vice President to provide tax and legal expertise.
“Duncan Moseley is the first hire we’ve made who has a legal background, a skill-set that will add a unique layer of expertise to the counsel we can offer our clients,” said Emily Sanders, president and CEO of Sanders Financial Management.
Moseley will recommend options and solutions to clients on how to improve their wealth transfer plans through asset protection and minimization of estate and gift taxes.
“We believe it's not only important to improve the financial position of each of our clients during their lifetimes, but also to preserve and protect the wealth the clients leave behind, whether it be used for support of future generations or for charitable inclinations," said Moseley.
Prior to joining Sanders Financial Management, Moseley was a trust and estate attorney with the Bowden Law Firm in Atlanta, and before that he was an attorney with King & Spalding in Atlanta. He is a member of the Fiduciary Law Section of the State Bar of Georgia and a member of the Atlanta Estate Planning Council.
Moseley received a bachelor’s degree in finance from the University of Georgia, and then attended the Walter F. George School of Law at Mercer University in Macon. He graduated in the top quarter of his class and received a Masters in Estate Planning from the University of Miami.
About Sanders Financial Management, Inc.
Founded in 1994, Sanders Financial Management, Inc. is a fee-only financial advisory and investment management firm in Atlanta that provides comprehensive financial planning and investment management services to emerging affluent individuals and families. Portfolios are customized to maximize long-term returns vs. target benchmarks while practicing consistent risk management and diversification. The company invests with a global perspective and promotes multi-generational wealth management. For more information, please visit www.sandersfinancial.com.
Contact: Mitch Leff, Leff & Associates, (404) 861-4769