John P. Schlichting,
CFP®, CTFA
Senior Vice President
Senior Trust Advisor
303 Peachtree St NE
31st Floor,
Atlanta, GA 30308-3200
About me
Background
Education
Specialties
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions
Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more
Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds
Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts
Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education
Recommended Resources
Economic Commentary Surprise unemployment rate drop in December likely throws cold water on Fed rate cut
Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.
Economic commentary – Surprise unemployment rate drop in December likely throws cold water on Fed rate cut
Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.
Economic Data Tracker Flood of economic data to start the New Year
Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.
Economic Data Tracker – Week 2
Our weekly view on the economy including rationale on GDP, jobs report, and Fed policy decisions for the week of January 9, 2026.
Market Navigator January 2026 edition
Our monthly Market Navigator provides regular and timely economic and investment strategy views.
Market Navigator January 2026
Our monthly flagship publication is packed full of timely economic and investment strategy views