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 More
Foundations & Endowments
We follow a comprehensive process designed to determine the optimal approach to managing your assets.Learn More
Special insight and perspective to help business owners pursue their objectives and success.Learn More
A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Here are six flags that may make your tax return prime for an IRS audit.
For many, retirement includes contributing their time and talents to an organization in need.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Understanding how a stock works is key to understanding your investments.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
This calculator can help you estimate how much you should be saving for college.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
Agent Jane Bond is on the case, cracking the code on bonds.
Here is a quick history of the Federal Reserve and an overview of what it does.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Women must be ready to spend, on average, more years in retirement than men.
Do you know how to set up your financial goals for success? This knight does.