Financial Planning Consultants
We are CERTIFIED FINANCIAL PLANNER™ Professionals and a thriving wealth management firm specializing in hourly consulting, fee-based financial planning, and investment management services. Clients include long-time residents, as well as business owners and retirees drawn to the natural beauty of North Georgia.Our office location, nestled in the foothills of the Appalachians Mountains in Dahlonega, GA.
Before crunching numbers, we'll find out what's important to you and your family. We'll assess your current situation, life goals, priorities, risk tolerance, and financial resources then put together a plan that's customized for you and your family's unique situation. In today's uncertain economy, financial planning has become increasingly important. With an overwhelming number of options for saving and investing, managing your finances can be difficult. Creating a financial plan helps you see the big picture and set long and short-term life goals, a crucial step in mapping out your financial future. By considering all aspects of your financial situation, a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) can help you manage your finances, develop a strategy for pursuing your goals and guide you through the personal financial planning process.
Securities offered through LPL Financial, Member FINRA/SIPC. Advisory Services offered through WCG Wealth Advisors, LLC, a registered investment advisor. WCG Wealth Advisors, LLC, The Wealth Consulting Group, and Family Wealth Management Group are separate entities from LPL Financial.