We help people over 50 invest smarter, lower taxes, and retire sooner
Welcome to Prana Wealth Management, an independent, fee-only financial planning and investment management practice based in Atlanta, Georgia.
We help people over 50 who have most of their savings in retirement accounts (such as 401(k)s, 403(b)s, and IRAs) retire sooner and lower their lifetime tax bill.
Our mission is to support you in building a fulfilling, financially secure life.
I’m Patrick King, CFP®
Founder of Prana Wealth
I founded Prana Wealth to help others live boldly, pursue their purpose and know they’ll be okay financially.
Chance are, you’re here looking for honest, unbiased advice from someone you can trust to help you prepare for the future. I understand because I’ve been in your shoes.
Good financial planning is so much more than a roadmap to monetary success; it’s a philosophy of how to live well. I’m here to create purpose – for both my clients and myself. To do good, and do well.
More than just managing your money, my real job is to have deep and authentic conversations about what you want from life, then help you understand how to plan and invest for it.
Retirement Planning Case Studies
Stephen and Nicole thought they were on track, but an early retirement offer from Stephen’s company forced them to consider retirement earlier than originally planned.
Amy has worked hard and saved her whole life but wondered if she was doing enough. Retirement seemed far away. And how did all of her employer stock awards fit in?
Mark and Christopher knew that Mark’s recent promotion could help secure their financial future, but what should they change? And what about Mark’s old 401(k) and stock options?
Retirement
Reality Check
Do you wonder if you’re on track for a healthy retirement? Our Retirement Reality Check assessment will provide insight into key areas and give you recommendations to ensure your retirement is a comfortable one.
The Retirement Reality Check is designed to answer three questions that are crucial for a secure retirement:
- Are you on track for retirement?
- Can you lower your lifetime tax bill?
- Can you improve your investments?
The No B.S. Guide
to Investing
Not quite ready to invest in hiring a professional? Setting up your investments the right way doesn’t have to be hard, complicated or time-consuming.
In investing, there are winners and losers. Wouldn’t it feel good to be on the right side of the trades? In this eCourse, I show you how.
With The No B.S. Guide To Investing, I teach you the fundamentals of the same investment strategy that I’ve used with CEOs, all-star athletes and Grammy-winning artists. You can finally be confident that you’re investing the right way with very little effort on your part.
Freedom to live a different path
I’m on this path with you. I’m not interested in helping you become wealthy if it takes a toll on your happiness. I don’t want to see you chase dollars at the expense of your relationships, your health, and your spirit.
Let’s find out what we’re playing for first – and then build your finances to support what really matters (and grow your net worth along the way).
