Investment Management

One of the most important responsibilities is helping to educate you with the principles of investing, as well as providing guidance through the various investment strategies and decisions. We utilize a process which provides a disciplined approach to help you remain focused on your long-term goals. Your involvement and understanding begins with the Financial Analysis and continues throughout the process.

Investment Management

Fiduciary Investment Management (Fee-Only)

Step 1: Financial Analysis: During the Financial Planning process, we will develop a big picture of where you are and where you want to be financially.
Step 2: Asset Allocation: You may have heard the adage, “Don’t put all your eggs in one basket”. Diversity in your investments has been shown to reduce volatility and mitigate risk over the long term.
Step 3: Portfolio Strategy Selection: Our experienced advisors develop investment strategies based on your financial goals and tolerance for risk.
Step 4: Implementation: Once your portfolio is designed, investments are selected from the finest investment companies and your accounts are held by reputable clearing firms.
Step 5: Monitoring and Rebalancing: We review your plan, asset allocation, and portfolio to ensure your investments remain on target and consistent with your goals and objectives.
Step 6: Reporting: Through reports and periodic reviews, we provide you with regular updates to measure your financial progress.

Our investment advisor representatives adhere to the fiduciary standard. That means you can rest assured that the advice we provide will be in your best interest. We pride ourselves in being transparent and keeping your costs reasonable.

Fees are calculated monthly, in advance, and payable the first business day of the month. The advisory fee is calculated using the fair market value of the assets in the Account on the last business day of the prior billing period as calculated by the custodian, Axos.

Fees are payable, first from account free credit balances, if existing, and second from the liquidation or withdrawal of the client’s shares of any money market account. To the extent that such assets are insufficient to satisfy payment of such fees, a portion of the account assets shall be liquidated to cover the Fees. The client understands that such liquidation may affect the relative account balance.

Products & Services

Investment Strategies

Personalized service for both individuals and businesses

Investment Products & Services

Stocks
Bonds
Mutual Funds
CD's
Money Market Accounts
Private Money Managers

Business Services

Small business planning
401(k) Group Plans
SEP/IRA's
Profit sharing plans
Simple IRA's
Deferred Compensation Plans

Financial Planning & Retirement Analysis

Comprehensive financial and retirement planning
Financial analysis of clients current situation
Evaluation of / and help for future goals
Consulting

Personal Services

Regular investment planning
Retirement planning, IRA's, Rollovers
Education planning
Estate planning
Tax planning
Trust accounts

What does Financial Freedom look like for you?

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Proudly Providing Investment Management To The North Georgia Region

We have clients from coast to coast but we are available for local meet-ups to discuss your investment strategy in the following areas:

We are also available for Nationwide (Virtual) Investment Management Services.

We pride ourselves in providing the highest quality advice tailored to our client’s unique needs and goals. With years of experience, we are driven to help you reach your financial success quickly and efficiently. Get in touch with us today! Let us show you why so many individuals and businesses trust us to guide them through their financial journeys. We look forward to meeting you!

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“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.”