Understanding Today's Financial Environment
Welcome! We are Family Wealth Management Group, a financial life planning and wealth management firm nestled in the foothills of the Appalachians. We are an independent investment planning practice specializing in fee-based financial planning focusing on wealth accumulation, income distribution, and wealth transfer strategies through WCG Wealth Advisors, LLC. Clients include long-time residents, as well as entrepreneurs and individuals drawn to the natural beauty of North Georgia as a retirement destination.
We understand that individuals face unique challenges as they plan for their life's journeys. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
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Individuals & Families
Let us provide you with guidance that can help you understand and better define your financial goals.
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We follow a comprehensive process designed to determine the optimal approach to managing your assets.
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Special insight and perspective to help business owners pursue their objectives and success.
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Hourly Consulting
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Comprehensive Plans
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Wealth Management
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Advisory Services
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Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
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How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
The Business Cycle
How will you weather the ups and downs of the business cycle?
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?