Fee-Only Wealth Advisors
CFP® Professional | Est. 1996
Working Together For Your Future: (770) 627-2121
Our Main Services
At Financial Consultants Group, we believe that the foundation of financial success lies in a holistic approach. Here's a breakdown of our core services:
- Financial Planning: We not only gauge where you stand financially but also help lay out clear, actionable goals. With a well-detailed financial guide, we ensure your ambitions aren't just dreams but achievable realities.
- Fee-Only Financial Advisor: Our compensation comes solely from our clients, ensuring our counsel is pure and untainted by external monetary influences. This guarantees that our dedication is undividedly directed toward serving your best interests.
- Retirement Planning: Dreaming of a retirement where you're the master of your time and finances? We're here to make that dream tangible. We focus on amplifying your savings, fine-tuning your investments, and optimizing other revenue streams, setting you up for a contented post-work chapter.
- Investment Management: We curate diversified investment portfolios tailored to your risk appetite and financial goals. By continuously monitoring market trends, we aim to optimize returns while minimizing potential risks.
- Estate Planning: Safeguarding your legacy is paramount. Our estate planning services ensure your assets are distributed according to your wishes while minimizing potential tax implications.
Meet Your Alpharetta Financial Dream Team
- David Fountain, CFP® Professional: With three decades in finance, David crafts expert asset strategies that direct clients toward their financial goals. His dedication to community service and personal growth shines through in his work as a CFP® Practitioner.
- Sandee Fricks, CFP® Professional: Merging her prowess in fiscal structuring with computer science, Sandee offers precise and comprehensive financial blueprints. Her tech-savvy nature ensures smooth virtual interactions and an in-depth grasp of our digital tools.
- Leslie Stoner, Candidate for CFP® Certification: A financial planner with nearly two decades of experience, brings a diverse set of industry skills, white-glove service, and financial expertise to the Financial Consultants Group.
- Kimmie Foodman, MBA: With a background in architectural design, Kimmie brings seamless operational precision, ensuring unparalleled service standards.
- Jake McTyre: Jake graduated from the University of Georgia with a B.S in Financial Planning.He is excited to serve the clients of Financial Consultants Group, and he hopes to pursue the CFP® Certification in the near future.
Your 4-Step Path to Financial Peace in Alpharetta
- Analyze and Evaluate: Begin with a comprehensive assessment of your financial situation.
- Present Recommendations: Tailored advice crafted to align with your goals
- Implement Strategies: We work alongside you to put these plans into action.
- Monitor Progress: Periodic reviews to ensure you’re on track to achieve your goals.
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How Our Fiduciary Standard Protects You
Not all financial advisors are alike. Though the term personal financial advisor is broadly used, you might be surprised to learn that there are many different types of advisors, and even more surprised to learn they aren’t all created equal.
For example, you may think that all advisors are legally required to always act in their clients’ best interests. Not only is this inaccurate, but it can also be detrimental to investors who unwittingly expose themselves to biased and potentially costly advice from advisors who put their own interests before investors. Only financial advisors who are fiduciaries are legally required to act in the best interests of their clients.
At Financial Consultants Group, we’re held to a fiduciary standard, meaning that we are committed to placing our clients’ interests ahead of our own. We act as the guardian of your investment future by helping you build, grow, protect, and in some cases transfer wealth for your investment portfolio and seek to achieve your individual goals and dreams.
As your financial advisor, we serve as your fiduciary
A “fiduciary” who manages an investor’s assets has a legal and ethical obligation to put the investor’s interests first. That means helping the investor make decisions in his or her best interests. This fiduciary standard has always been at the core of our firm’s mission to our clients.
Here’s how we protect you and your investments:
- We always put your needs first. We are committed to the highest professional and personal standards, and this commitment remains as strong as ever. Our sole focus is on your financial needs and goals and how we can best help you pursue them.
- We always act in your best interests. We are committed to putting your needs and goals before those of our firm. We strive to avoid any conflicts of interest, and if they arise and are unavoidable, we disclose these to you immediately. We provide a high level of transparency around any fees or expenses associated with your accounts, so that you always know what you own and what you’re paying for it, so there are never any surprises.
- We are an independent and objective resource. As an independent firm, we provide you with objective, unbiased advice based solely on your needs and goals. We provide guidance that is truly objective, unencumbered by any potential conflicts of interest. We have no vested interest in promoting a particular product or service. Our only interest is that your financial objectives are met.
Understanding the fiduciary standard
In financial services, there have traditionally been two types of standards: the suitability standard and the fiduciary standard.
The suitability standard is defined as determining whether an investment product or strategy is “suitable” for the investor based on his or her financial objectives and risk comfort level. Many advisors operate under the suitability standard where the advisor simply determines whether a recommended product or strategy is suitable for the client.
The fiduciary standard is a higher level of responsibility for the advisor. The fiduciary standard goes beyond suitability and requires that any advice on products and strategies be provided in the best interests of the investor. The fiduciary standard of care requires that the advisor take into consideration whether the fees are reasonable, whether there are any conflicts of interest, and whether the investments are adequately diversified.
Our commitment to you
As your advisor, we adhere to the fiduciary standard, and we believe this model of disclosure and transparency is in your best interests. In our view, you deserve to have your needs put first and the strategies and investment products we recommend should align according to those needs.
Our fiduciary standard mandates that every single recommendation we make must be based on your best interests, and there is no circumstance when we can place our interests above yours. By adhering to the fiduciary standard, we believe we can provide you with the highest standard of care for all your investment and retirement needs.
Our Pledge to the Fiduciary Standard
- Always put your best interests first.
- Act with prudence, providing you with the skill, diligence and good judgment of a trusted advisor.
- Provide full and fair disclosure of all important facts.
- Ensure all investment advice and analysis is accurate and complete.
- Avoid conflicts of interest and fairly manage, in the clients’ favor, any unavoidable conflicts of interest.
Safeguarding your financial dreams
When it comes to managing your money, your financial relationships should be built on a foundation of trust, integrity and transparency. Not all firms and advisors adhere to the same legal and regulatory standards.
We remain committed to earning and maintaining your trust through expert advice and effective strategies custom tailored to your unique needs. We define our success by seeing you succeed in achieving your financial goals. And our focus remains on serving your interests first and foremost.
Alpharetta, GA: A Glimpse into its Rich Heritage and Vibrant Present
Alpharetta, nestled in northern Fulton County, is a notable city within the expansive Atlanta metropolitan area. With its origins tracing back to ancient trails and trading posts, Alpharetta today is a vibrant testament to its rich history and dynamic present.
In the present, Alpharetta's modern allure lies in its strategic positioning, bridging the scenic charm of the North Georgia Mountains with the bustling vibrancy of Atlanta. This perfect location grants residents and visitors swift access to over 300 attractions.
From a shopping perspective, Alpharetta is a haven, offering over 250 stores within a concise five-mile radius. Gastronomy enthusiasts can revel in the diverse culinary offerings of more than 200 eateries. Unique attractions like The Velvet Note and MiniMe Factory further accentuate the city's modern appeal. Moreover, with over 750 acres dedicated to parkland, nature lovers can bask in Alpharetta's green splendor.
Alpharetta's journey from ancient trails to a modern cityscape while preserving its unique cultural essence is a story of resilience, transformation, and vision. Drawing on our expertise as local financial professionals, we craft strategies that seamlessly blend global economic trends with a profound comprehension of Alpharetta's community values, growth trajectories, and distinctive challenges.
Whether you're a professional looking to optimize investments, a family aiming for a secure financial future, or an individual targeting specific financial goals, our strategies are crafted with a touch of Alpharetta's spirit.
“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.”
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Contact Information
Phone: (770) 627-2121
Email: Sandee@ForYourFuture.net
1080 Sanders Road, Suite 300 Cumming, GA 300041
12600 Deerfield Pkwy, Suite 100 Alpharetta, GA 30004
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