Client Account Access

To our clients, we say, "Thank You!" It is because of the many referrals from you to family and friends that we continue to grow. We appreciate the opportunity to be of service to you and consider it the best compliment when you are willing to refer us to others. We constantly strive to provide the best service in our industry and we appreciate this reward. If you know others interested in an introductory consultation, please let us know and we are happy to follow up with them.

Securities America
If you already have a User ID and PIN, please click here to view your Securities America account information on-line. If you would like to receive a User ID and PIN, please call our Client Service Department at Alpharetta (678) 867-7050 or Midtown (404) 815-9470 to setup your Securities America accounts for on-line viewing.

Jackson National Life
To view your Jackson National Life account information on-line, please click here. User ID and PIN are provided when you register on their site.

The Hartford
If you already have a User ID and Password, please click here to view your Hartford account information on-line. If you would like to obtain a User ID and Password, please call 1-800-862-6668.

John Hancock
To view your Transamerica account information on-line, please click here. User ID and PIN are provided when you register on their site.

Transamerica
To view your Transamerica account information on-line, please click here. User ID and PIN are provided when you register on their site.

To view your MetLife account information on-line, please click here. User ID and PIN are provided when you register on their site.

Fidelity 401(k)

Bellsouth Benefits

About Us

2400 Lakeview Parkway, Suite 650
Alpharetta, GA 30009

Phone: (678) 867-7050
Fax: (678) 867-7060

AFG@allegiancegroup.com
Map and Directions

Securities offered through Securities America, Inc., member FINRA/SIPC. Advisory services offered through Merit Financial, Inc., an SEC Registered Investment Advisory Firm. Securities America, Inc. and Merit Financial, Inc. d/b/a Allegiance Advantage Group and also d/b/a The Merit Retirement Advantage are separate entities. We are not employed, sponsored, endorsed by, or affiliated with AT&T, in any way.

An investor should carefully consider the investment objectives, risks, charges and expenses before investing. The fund prospectus contains this and other information about the investment company. For a copy of the prospectus, please contact your advisor. Read the prospectus carefully before investing or sending money.

An investment in a money market the fund is not FDIC insured or guaranteed by any other government agency. Although the fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in the fund.

The US Treasury Temporary Guarantee Program provides a guarantee to participating money market mutual fund shareholders based on the number of shares invested in the fund at the close of business on Sept. 19,2008. Any increase in the number of shares an investor holds after the close of business on Sept.19, 2008, will not be guaranteed. If a customer closes his/her account with a fund or broker-dealer, any future investment in the fund will not be guaranteed. If the number of shares an investor holds fluctuates over the period, the investor will be covered for either the number of shares as held as of the close of business on Sept 19th, 2008, or the current amount, whichever is less. The program expires on Dec 18, 2008, unless extended by the US Treasury.