About Town Creek Financial

Mike Caruso	I am an independent Wealth Advisor, offering Fee-Only Tax and Planning Services. My practice emphasizes the two key elements of financial advisory: comprehensive planning and tax prep and planning. I have over 30 years experience as an analyst and risk manager in the credit and capital markets arena. I hold a degree in Finance and I am a CERTIFIED FINANCIAL PLANNER™ professional.
According to The National Association of Personal Financial Advisors, less than 25% of Georgia's Financial Planners are also practicing Tax Professionals. Town Creek Financial offers both tax services with comprehensive wealth management for families, professionals, retirees, and businesses. As a Fee-only Practitioner, I represent only YOU. I do not sell any financial products, or collect commissions for any I recommend, implement, or monitor. I am paid directly by my clients for tax planning, investment advice, and other consulting services on an hourly or agreed fixed-fee basis. This client-advisor arrangement promotes the highest level of objectivity on your behalf. My practice stresses tax-efficiency, adequate levels of life & property protection, and long-term risk-adjusted saving techniques. I would be happy to meet with you in person or by phone at any time regarding my credentials, services.