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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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Foundations & Endowments

We follow a comprehensive process designed to determine the optimal approach to managing your assets.

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Entrepreneurs

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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Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Inflation - Back to the Future

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

 

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.

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Regardless of how you approach retirement, there are some things about it that might surprise you.

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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A presentation about managing money: using it, saving it, and even getting credit.

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The importance of life insurance, how it works, and how much coverage you need.

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The Business Cycle

How will you weather the ups and downs of the business cycle?

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

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Even low inflation rates can pose a threat to investment returns.

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In life it often happens that the answers to our most pressing questions are right in our own backyards.

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