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.
Learn MoreFoundations & Endowments
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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Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
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Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
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An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.