Fee-Only Wealth Advisors
CFP® Professional | Est. 1996
Working Together For Your Future: (770) 627-2121
First, our team explores your financial landscape, listens, analyzes, and considers all aspects of your situation, goals, risk capacity, and needs.
From the insights we gain, we create a personalized financial strategy just for you. Our tailored plans cover savings, investments, taxes, and retirement, prioritizing your financial health and prosperity.
We bring your plan to life by setting up accounts, orchestrating investments, organizing automatic savings, and making sure everything runs smoothly. We will also continually monitor and adapt your financial plan to life's changes, financial markets, tax laws, and more, keeping you on the best path toward your goals.
How Our Fiduciary Standard Protects You
Not all financial advisors are alike. Though the term personal financial advisor is broadly used, you might be surprised to learn that there are many different types of advisors, and even more surprised to learn they aren’t all created equal. For example, you may think that all advisors are legally required to always act in their clients’ best interests. Not only is this inaccurate, but it can also be detrimental to investors who unwittingly expose themselves to biased and potentially costly advice from advisors who put their own interests before investors. Only financial advisors who are fiduciaries are legally required to act in the best interests of their clients.
At Financial Consultants Group, we’re held to a fiduciary standard, meaning that we are committed to placing our clients’ interests ahead of our own. We act as the guardian of your investment future by helping you build, grow, protect, and in some cases transfer wealth for your investment portfolio and seek to achieve your individual goals and dreams.
Since 1996, Financial Consultants Group, Inc. has offered clients holistic financial planning and investment management services. As a registered advisory firm, our advisors prioritize your financial needs and goals with a fiduciary standard of care.
We're more than advisors. We are your financial partners, always ready to answer questions, provide guidance, and ensure your journey to financial stability is as seamless and rewarding as possible.
Our independent, full-service approach to wealth management will simplify your financial life, giving you more time to focus on what truly matters.
Since 1996, Financial Consultants Group, Inc. has offered clients holistic financial planning and investment management services. As a registered advisory firm, our advisors prioritize your financial needs and goals with a fiduciary standard of care.
We're more than advisors. We are your financial partners, always ready to answer questions, provide proactive guidance, and ensure your journey to financial stability is as seamless and rewarding as possible.
Our independent, full-service approach to wealth management will simplify your financial life, giving you more time to focus on what truly matters.
Services Tailored to Your Unique Financial Landscape
Start your financial journey with a guided map. Our expert advisors will work with you to understand your financial status and goals, offering tailored solutions, whether for retirement planning, college funding, or investments. Get practical guidance and strategic advice every step of the way.
At our fee-only financial advisory firm, we don't earn commissions or rely on product sales. Instead, we charge a flat fee. This unique approach ensures our advice and tailored portfolios align perfectly with your objectives while allowing us to proactively adapt to changes in the investment landscape to support your goals effectively.
Dreaming of a worry-free retirement? We can make that dream a reality. Our retirement planning services ensure you're financially prepared to embrace life after work. We consider your finances, retirement goals, and projected expenses to create a comprehensive plan that secures your golden years.
This service is designed to help you make decisions about what to do with your money, how to make it grow, and how to protect it. We will also look at your whole financial picture and come up with a plan that fits your needs. The goal is to help you achieve your financial goals and ensure your wealth lasts for generations.
We will provide tips on how to grow your money by investing it. Based on your goals, risk tolerance, and time horizon, we will help you decide where to put your money (like in stocks or bonds), how much to put in, and when to make changes. We will then keep an eye on your investments and make sure they’re performing well.
Through this service, we will help you make a plan for what happens to your money and other assets (like your house or car) after you're gone. Our aim is to create a plan that’s legally sound, tax-efficient, and, most importantly, aligns with your wishes.
Services Tailored to Your Unique Financial Landscape
Start your financial journey with a guided map. Our expert advisors will work with you to understand your financial status and goals, offering tailored solutions, whether for retirement planning, college funding, or investments. Get practical guidance and strategic advice every step of the way.
At our fee-only financial advisory firm, we don't earn commissions or rely on product sales. Instead, we charge a flat fee. This unique approach ensures our advice and tailored portfolios align perfectly with your objectives while allowing us to proactively adapt to changes in the investment landscape to support your goals effectively.
Dreaming of a worry-free retirement? We can make that dream a reality. Our retirement planning services ensure you're financially prepared to embrace life after work. We consider your finances, retirement goals, and projected expenses to create a comprehensive plan that secures your golden years.
This service is designed to help you make decisions about what to do with your money, how to make it grow, and how to protect it. We will also look at your whole financial picture and come up with a plan that fits your needs. The goal is to help you achieve your financial goals and ensure your wealth lasts for generations.
We will provide tips on how to grow your money by investing it. Based on your goals, risk tolerance, and time horizon, we will help you decide where to put your money (like in stocks or bonds), how much to put in, and when to make changes. We will then keep an eye on your investments and make sure they’re performing well.
Through this service, we will help you make a plan for what happens to your money and other assets (like your house or car) after you're gone. Our aim is to create a plan that’s legally sound, tax-efficient, and, most importantly, aligns with your wishes.
We provide extensive financial planning and personalized investment management services. From retirement strategies to college savings and investment management, we take a holistic approach to safeguarding your financial future.
We believe in honest and fair pricing. That's why we operate on a fee-only structure, ensuring our recommendations are never influenced by commissions. Our fees are solely based on the services we provide. This aligns our interests closely with yours, fostering a transparent and objective advisory relationship.
We're not just some faceless corporate chain. We are your friends and neighbors, deeply rooted in the thriving Greater Atlanta Region. This is our home, where we have worked, raised our children, and created cherished memories. Our love for this area permeates us, and we're grateful for its blessings. In return, we're committed to giving back and supporting the community that has supported us for decades.
At Financial Consultants Group, our fiduciary advisors consistently prioritize your best interests. We surpass the "suitability standard" followed by other firms, going the extra mile. Our advice isn't merely suitable; it's meticulously tailored to your distinct financial situation. Experience the difference with us.
At Financial Consultants Group, our fiduciary advisors consistently prioritize your best interests. We surpass the "suitability standard" followed by other firms, going the extra mile. Our advice isn't merely suitable; it's meticulously tailored to your distinct financial situation. Experience the difference with us.
“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.”
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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