Taking time to understand yourself in regards to how you relate to money is the first step. Clarifying your resources and goals helps to try to plan your financial goals and roadmap for your family. Our responsibility is to go beyond responsiveness to anticipation, and in doing so attain a deep understanding of:
Helping You Clarify Your Life Goals
We are here to help you formulate and articulate your goals and thereby simplify your life in the process.
We want to take the mystery out of saving and investing your hard-earned money.
By developing a customized and comprehensive financial plan, we believe we can confidently work toward your lifetime vision. We understand what you’re up against, and we are here to help you plan for it.
Monday -Thursday: 9:00 AM - 5:00 PM Friday: 9:00 AM - 12:00 PM
Whether you are nestled in the foothills of the Appalachians or at a beach in California, we want to work with you. We are an independent investment planning practice in Dahlonega, GA. The practice specializes in serving pre-retirees and retirees with 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 business owners and individuals drawn to the natural beauty of Northern Georgia as a retirement destination.
Contact us to Schedule an Introductory Appointment