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
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Here’s a guide to explain all the parts of Medicare.
This questionnaire will help determine your tolerance for investment risk.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the financial impact of leasing versus buying an automobile.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
There are hundreds of ETFs available. Should you invest in them?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The market is as unpredictable as the weather. We’d love to help you prepare.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Understanding the cycle of investing may help you avoid easy pitfalls.
Would you guess that Millennials are effectively saving for retirement? Well, they are.