Our Mission


What is the #1 Concern About Retirement?

Helping Physicians with Disability Insurance

Planning For

We work with many physicians in the following
medical practices and healthcare systems:

  • Emory Healthcare
  • CEP America
  • Gwinnett Clinic
  • Kaiser Permanente
  • WellStar Health System
  • Apollo MD
  • Atlanta Gastroenterology Associates

Welcome to Generational Financial Partners, an Atlanta-based financial services firm offering the very best in income protection and wealth accumulation strategies for doctors just like you. Thanks to our dedicated team of knowledgeable financial professionals, along with our trusted relationships with professionals from other arenas, we can analyze and develop your financial plan. We take into account anything from asset protection and risk management to tax minimization strategies and retirement/estate planning.

Our goal is to foster long-term relationships with all our clients through the dissemination of trustworthy information and top-notch service to give you peace of mind. We understand you're busy and don't have the resources to create, enhance, incorporate and monitor your own individual financial plan. That's why we specialize in helping you balance your financial needs and your career, offering superior services that accommodate your demanding schedule.

As such, we want to make your options easy to understand so you're not confused or worried about your financial concerns. We give you the tools to keep track of all your financial information in one place thanks to a thorough suite of solutions that are simple and workable. We always say: "No one can be an expert in everything." Therefore, financial decisions stem from a variety of issues that we will help you pinpoint via strategic relationships with attorneys and CPAs who know the business inside and out.