Fee-Only Wealth Advisors
CFP® Professional | Est. 1996
Working Together For Your Future: (770) 627-2121
Our Main Services
- Financial Planning: Get a holistic view of your finances and a roadmap to achieve your financial objectives. Whether you’re starting a family, planning for your child’s education, or aiming for early retirement, our strategies are designed to align with your milestones.
- Fee-Only Financial Advisor: We're not here for commissions. As a fee-only financial planner, our advice is unbiased, aligning strictly with your interests.
- Retirement Planning: It’s never too early or too late. Let’s sculpt your golden years the way you envision them. Secure your future with tailored retirement strategies that ensure a comfortable post-work life.
- Investment Management: From portfolio design to asset allocation, our experts help grow your investments. We provide personalized investment solutions that reflect your risk appetite and financial goals.
- Estate Planning: Ensure your assets are distributed per your wishes with minimized tax liabilities.
Meet Our Johns Creek Financial Advisory 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.
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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.
Johns Creek, Georgia
Nestled within Fulton County, Georgia, Johns Creek stands as an emblem of the profound history and diverse culture emblematic of the American South. This city, situated northeast of Atlanta, boasts a storied past that can be traced to the 19th century. During those times, trading hubs peppered the Chattahoochee River landscape, marking the boundaries of the then-Cherokee lands.
Fast-forward to the present and Johns Creek emerges as a dynamic urban center, clinching the top spot on Livability's esteemed Best Places to Live in the U.S. roster. The city's forward-thinking attitude is reflected in the meticulous crafting of its Town Center.
For lovers of outdoor activities, Johns Creek is a treasure trove. Numerous parks dot the cityscape, including the vast 203-acre Cauley Creek Park. Beyond its lush corners, Johns Creek kindles the community spirit with events ranging from summer musical evenings to "Movies at the Park."
In summary, Johns Creek transcends its geographical coordinates; it epitomizes evolution, tenacity, and a sense of belonging. Be it a local or a traveler, the city offers an intoxicating mix of historical depth and contemporary charm.
At the Financial Consultants Group, we grasp the distinct financial needs and hurdles Johns Creek residents face. Whether you are planning for retirement, saving for your child’s education, or looking to grow your wealth through smart investments, Financial Consultants Group is here to help.
“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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