Fee-Only Wealth Advisors
CFP® Professional | Est. 1996
Working Together For Your Future: (770) 627-2121
Our relationship with you and your family goes beyond business. It is personal and it is important to us. With that in mind, we host several events throughout the year that are intended to educate and provide an enjoyable experience.
Our relationship with you and your family goes beyond business. It is personal and it is important to us. With that in mind, we host several events throughout the year that are intended to educate and provide an enjoyable experience.
We enjoyed getting to know our clients even better at Secreto client appreciation dinner.
Join us for an authentic Korean BBQ lunch experience at Iron Age Korean Restaurant
When: Wednesday, September 20, 2023
Where: Halcyon (across from the CMX Cinebistro), 6710 Town Square #110, Alpharetta, GA 30005
Time: 11:30 am - 1:30 pm
Friday, September 8, 2023
Join us for pickleball, lunch and wine event at the Tennis Pavillion at Dunwoody Country Club.
You may either attend as a "Spectator" upstairs in the air conditioning or as a "Player". We will be hosting a beginners clinic and a pickleball round robin with two pros.
When: Friday, September 8, 2023
Where: Dunwoody Country Club Tennis Pavilion, 1600 Dunwoody Club Drive, Atlanta, GA 30350
Time: 10 am - 1 pm
Thursday, August 10, 2023
Thank you everyone who joined us for dinner this summer at Tam's Backstage in downtown Cumming.
February 17, 2023 -
Thank you to everyone who attended our North Georgia Winery Trip. What an absolutely great time we had exploring Montaluce and Cavender Creek Vineyards.
2022 has seen some waves throughout the market. We were happy to provide an opportunity for our clients to hear the updates on the current outlook of the market and gain insight on upcoming trends. While welcoming our growing team, we were so happy to see everyone and enjoy a great meal at Ray's Killer Creek.
In October, we celebrated an opportunity to be together again at Sugo. David and Darcy enjoyed sharing a delicious dinner with clients and reconnecting with friends. "We are so grateful for all who could come, it really was a marvelous night, and we hope to see everyone again soon".
The Mill in Roswell provided a perfect opportunity to have a luncheon. David and Jennifer enjoyed the quintessential southern charm with gourmet farm to fork fare. We were so grateful that we could show our appreciation for our clients by gifting delicious Nothing Bundt Cakes.
Matt Robinson from the Capital Group presents information regarding the economy and historical markets throughout election years. Click the link to view the recorded Zoom presentation.
View Zoom
On a picturesque evening at the beautiful Montaluce Winery, David and Darcy treated their clients to a delicious dinner and wine tasting. It was so wonderful to see everyone and spend the evening eating great food, catching up with familiar faces and meeting new friends.
2018 has been a bumpy year for the stock market, and the Federal Reserve is continuing to take tightening measures in an attempt to manage employment and inflation. On November 1, 2018 we hosted a brief update on the economy by Matt Robinson from Capital Group.
Hear from a seasoned traveler and professional travel consultant about some of the most beautiful spots on the planet.
We will also discuss financial strategies and tip on how to better invest your money to make your travel dreams a reality.
In November we hosted a client dinner and Cybersecurity/Identity Theft presentation. We had several great speakers that provided valuable information to help all of us protect ourselves from the risk of identity theft. Cybersecurity continues to be an increasing risk for all of us so we are hopeful you will implement your learnings to further protect yourself. We have linked videos, below, of the 3 speakers from that evening so you can view at a time that is convenient to you.
Officer Lins from the Forsyth County Sheriff’s Department:
Nan Brown from Fidelity Bank:
Melissa Sanders from Trust Company of America:
As a team-building experience, we all participated in the Skedaddle for Scholarship’s 5K. The 5K is hosted by Buford’s Masonic Lodge and benefits area high school graduates. We had a great time participating with the community and even took home some medals!
We value the relationships we have with our clients and believe it is important to make opportunities to strengthen them. Having an excuse to gather – other than reports and numbers – helps us to better understand our clients goals and dreams.
Summer Cookout and Fun at Lake Lanier home
Summer Cookout and Fun at Lake Lanier home
“Financial Consultants Group, Inc. is a Registered Investment Adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.”
Phone: (770) 627-2121
Email: Sandee@ForYourFuture.net
1080 Sanders Road, Suite 300 Cumming, GA 30041
12600 Deerfield Pkwy, Suite 100 Alpharetta, GA 30004
All Rights Reserved | Financial Consultants Group, Inc.
Website Design By Simpleman Digital Marketing