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 Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
How Income Taxes Work
A quick look at how federal income taxes work.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Life insurance proceeds are generally tax-free. But not in all cases.
Estate tax laws have changed a few times in recent years. Do you know the new rules?
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator demonstrates the power of compound interest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Recent changes in estate tax laws could affect the strategy you have in place.
The market is as unpredictable as the weather. We’d love to help you prepare.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
With alternative investments, it’s critical to sort through the complexity.
Have you explored all your options when it comes to managing your taxable income?