• 2820 B Hillcreek Drive Augusta, GA 30909
  • 706-863-8787
Book An Appointment

Wealth Management

Wholistic Wealth Management Personalized For Your Needs

Our mission is to build long-lasting relationships based on mutual trust, respect and your best interest.

We approach wealth management with a focus on charting a personalized course for your individual financial goals.

We’re passionate about helping you avoid unnecessary risk while customizing strategies to build, maintain, and transfer your legacy.  

Our team of highly-skilled and experienced professionals will strive to craft a personalized plan that meets all of your financial and retirement needs – no matter how basic or complex they may be.

Our areas of expertise include:

  • Personalized Retirement Planning
  • Indexed Annuities
  • Investment Advising
  • Medicare Supplement Insurance
  • Group & Individual Health Insurance
  • Estate Planning
  • Life Insurance
  • IRA Legacy Planning
  • IRA & 401(K) Rollovers
  • Long-Term Care

We take pride in providing a premium client service that starts by listening to you and providing attentive response to your needs every step of the way.

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who we are

The Boggs Group is a team of highly skilled professionals that work for YOU! The team includes Financial Advisors, Retirement Planners, Insurance and Tax professionals. Our team works as one to cover all aspects of your financial portfolio to maximize profitability and minimize tax consequences. The Boggs Group has a fiduciary duty to act in the best interests of their clients at all times.
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  • 2820 B Hillcreek Drive, Suite B
    Augusta, GA 30909
  • 706-863-8787
Schedule An Appointment
All written content on this site is for information purposes only. Opinions expressed herein are solely those of The Boggs Group and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual financial professional prior to implementation.

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