Broker Check
 
Clarity and Reflection Long-Term Relationships Designed For You Simplified Solutions

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

Download Our App

We've built a handy mobile app that allows you to ask us questions on-the-go and to receive helpful notifications from our office, plus it's 100% free.

Apple Store Google Play

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

Entrepreneurs

Special insight and perspective to help business owners pursue their objectives and success.

Learn More

Hourly Consulting

Learn More

Comprehensive Plans

Learn More

Wealth Management

Learn More

Advisory Services

Learn More

Helpful Content

Investing with Your Heart

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Budgeting After a Divorce

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

 

Apps That Help Achieve Goals

If you find it hard to attain personal life goals, there’s an app for that!

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Options When Your CD Matures

Knowing your options when a CD matures can help you make a sound investment decision.

View all articles arrow

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

View all calculators arrow

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

View all presentations arrow

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Rightsizing for Retirement

What does your home really cost?

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

View all videos arrow