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 an 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
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
The Good Ship IPO
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Is your estate in order? This short quiz may help you assess your overall strategy.
What’s the deal with your yearly free credit report?
How literate are you when it comes to your finances? Brush up with these five basics.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Apps that help small business owners better manage and grow their business.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess how many days you'll work to pay your federal tax liability.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Around the country, attitudes about retirement are shifting.
You’ve made investments your whole life. Work with us to help make the most of them.
Smart investors take the time to separate emotion from fact.
It’s never a bad time to speak with your financial advisor about changes in your situation.