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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We've built a handy mobile app that allows you to ask us questions on-the-go and to receive helpful notifications from our office, plus it's 100% free.
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
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
When to start? Should I continue to work? How can I maximize my benefit?
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Building wealth requires protection from the forces of wealth destruction.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Use this calculator to estimate your capital gains tax.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much income may be needed at retirement to maintain your standard of living.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Here’s a quick guide to checking to see if you have unclaimed money.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
For women, retirement strategy is a long race. It’s helpful to know the route.
When do you need a will? The answer is easy: Right Now.