Understanding Today's Financial Environment
Welcome! We are North Georgia Wealth Management Group, a financial life planning and wealth management firm nestled in the foothills of the Appalachians. We are a thriving independent investment planning practice specializing in fee-based financial planning focusing on wealth accumulation, income distribution, and wealth transfer strategies through IFG Advisory, 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.Contact Us
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Individuals & Families
Let us provide you with guidance that can help you understand and better define your financial goals.Learn More
Foundations & Endowments
We follow a comprehensive process designed to determine the optimal approach to managing your assets.Learn More
Special insight and perspective to help business owners pursue their objectives and success.Learn More
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Couples may be able to head off many of the problems in a marriage that money can cause.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Even low inflation rates over an extended period of time can impact your finances in retirement.
A quick look at how federal income taxes work.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator will help determine whether you should invest funds or pay down debt.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate your monthly and annual income from various IRA types.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Pundits say a lot of things about the markets. Let's see if you can keep up.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Here is a quick history of the Federal Reserve and an overview of what it does.
A bucket plan can help you be better prepared for a comfortable retirement.