Ok, but what does that mean?
We are dedicated to serving as your trusted financial advisor. Our commitment is to provide guidance that empowers you to make well-informed decisions about all aspects of your financial present and future.
From conceptualization to implementation,
we are your primary point of contact, guiding you along the right path. Money is a universal experience, yet each of us interacts with it differently.
Similar to how teachers adapt their style to cater to individual needs, we are here to simplify the complexity, eliminate any distractions, and lead you to prosperity in this lifelong journey of learning.
We Help Our Clients By Providing Wealth Management, Financial Planning, & Fiduciary Services
We are proud to serve as your comprehensive financial planning and wealth management team to address anything on your mind. As problem solvers, we aim to enhance every area of your life with value, not just with your finances. We are a team of true fiduciaries with decades of combined experience who seek to support your life purpose, now and for years to come.
Get the Clarity You Seek
- Establish a relationship. We will describe the services to be provided and define how we will work together. We will explain how we are paid and by whom. We will discuss how long our relationship should last and how decisions will be made.
- Gather information. We ask for thorough information about your financial situation. We will mutually define your personal and financial goals, understand your time frame for results and discuss how you feel about risk.
- Analyze and evaluate your financial status. We analyze your information to assess your current situation and determine what you must do to meet your goals. This could include analyzing your assets, liabilities and cash flow, insurance, investments or tax strategies.
- Develop and present recommendations. Our recommendations will address your goals, based on the information you provide. We will review them together so that informed decisions can be made and recommendations can be revised as appropriate.
- Implement recommendations. Together we decide on how the recommendations are implemented. We may complete them for you or serve as a “coach”, by coordinating the whole process with you and other professionals.
- Monitor.
We will continually monitor your progress towards your goals, based on the process we previously agreed upon. We will meet periodically to review your situation and adjust the recommendations if needed, as your life changes.
“Financial Consultants Group, Inc. is a Registered Investment Adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.”
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Contact Information
Phone: (770) 627-2121
Email: Sandee@ForYourFuture.net
1080 Sanders Road, Suite 300 Cumming, GA 30041
12600 Deerfield Pkwy, Suite 100 Alpharetta, GA 30004
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