Meet the Team Behind the Magic
Our team is comprised of dedicated financial experts with diverse backgrounds and specialties, committed to providing tailored solutions for your financial needs. With a wealth of experience and a client-focused approach, we collaborate closely to deliver innovative strategies and personalized advice to help you achieve your financial goals.
Why We Are Different
We prioritize personalized solutions tailored to your unique financial goals and aspirations. With a team of seasoned experts committed to innovation and client-centric approaches, we deliver unparalleled guidance and support, ensuring your financial success is our sole priority.
Awards & Certifications
Our commitment to excellence is reflected in the industry recognition we've received, highlighting our dedication to delivering the best financial advisory services. Explore our array of certifications and prestigious awards, affirming our expertise and trustworthiness in guiding clients towards their financial goals with confidence and proficiency.
Careers
Explore exciting opportunities to join our dynamic team of financial experts. Whether you're a seasoned professional or a recent graduate, discover rewarding roles that offer growth, learning, and the chance to make a meaningful impact in the world of finance. Join us in shaping the future of financial consultancy today!
Reviews & Endorsements
Explore firsthand accounts showcasing how our tailored solutions, astute guidance, and unwavering dedication have empowered individuals and businesses to achieve their financial goals with confidence. These testimonials affirm our unwavering commitment to excellence and the trust our clients place in our comprehensive financial advisory services.
FAQs
Whether you're curious about our advisory process, service fees, or the range of financial solutions we offer, this page aims to provide clear and comprehensive answers to address your inquiries. If you don't find what you're looking for, please don't hesitate to reach out to our team directly for personalized assistance.
We are dedicated to serving as your trusted financial advisor. Our commitment is to provide guidance that empowers you to make well-informed decisions about all aspects of your financial present and future.
From conceptualization to implementation,
we are your primary point of contact, guiding you along the right path. Money is a universal experience, yet each of us interacts with it differently.
Similar to how teachers adapt their style to cater to individual needs, we are here to simplify the complexity, eliminate any distractions, and lead you to prosperity in this lifelong journey of learning.
Financial Consultants Group's roots stretch deep into our commitment to providing fiduciary, fee-only financial planning and investment management services that enhance your financial picture. Located in the heart of Cumming, GA, our journey began on March 27, 1996, with a clear objective: to serve our community with unparalleled integrity and expertise.
Meet the Team Behind the Magic
- 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.
- Carolyn Flournoy, CFP® : Carolyn, a financial planner at Financial Consultants Group since June 2024, values client relationships. With 20 years in the industry, she holds a CFP® certification and a Series 65 license. Originally from California, she now calls Georgia home, enjoying nature and time with loved ones.
- 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.
- Joey Hampton: Joey 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 after recently passing the CFP® exam in March, he hopes to have the CFP® certification in the near future.
CLIENT TESTIMONIALS
Our Suite of Services
Recognizing the distinct financial needs of each individual, we've carefully assembled a wide array of services, such as:
Our guiding principle, forming the foundation of each service we offer, is simple yet powerful:
"Working Together For Your Future."
Peeking Behind the Curtain: Our Approach
- Analysis & Evaluation: Your financial journey begins with us gaining a profound understanding of where you currently stand, your aspirations, and any reservations you might have.
- Present Recommendations: Drawing from our comprehensive assessment, we create tailored financial blueprints specifically catered to your needs.
- Implement Recommendations: Once you're confident and aligned with the direction, we act decisively to implement the proposed strategies.
- Monitor Progress: Our commitment goes beyond just setting up a plan. We perpetually review and refine, ensuring we stay aligned with your evolving circumstances and the broader economic environment.
Your Financial Future, Guided by Our Experience
Making sense of the financial world requires both seasoned expertise and a sharp eye. Our dedicated team, with their years of accumulated wisdom, makes sure your investments aren't just safeguarded but are also positioned for growth, even when the markets are unpredictable. Especially when it comes to essentials like 401ks and IRAs, our focus is on steering you towards a retirement that's not only stable but also prosperous.
