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.
Learn MoreEntrepreneurs
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
Learn MoreHelpful Content
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
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What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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 Strategies
There are some smart strategies that may help you pursue your investment objectives
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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.
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An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.