Nationwide Virtual Financial Planning: Reach Your Goals From Anywhere

Welcome to the Financial Consultants Group—your passport to a secure and thriving financial future, no matter where you’re located in the U.S.

In today's digital age, distance should never be a barrier to achieving your financial dreams. At Financial Consultants Group, we embrace the modern era by offering comprehensive nationwide virtual financial planning. No matter your location, we’re here to guide you through every financial milestone.

Nationwide Virtual Financial Planning: Reach Your Goals From Anywhere

Welcome to the Financial Consultants Group—your passport to a secure and thriving financial future, no matter where you’re located in the U.S.

Our Suite of Virtual Financial Services:

Financial Planning : Allow us to guide you through a personalized financial path, suited to your ambitions and desires.
Fee-Only Financial Advisory : As your trusted fiduciary, our primary duty lies with you, promising genuine advice free from ulterior motives.
Retirement Planning : Be it decades or days before you retire, our strategies aim to fortify your retirement years.
Investment Management : Entrust our specialists with your assets;, we will optimize your gain, while matching your risk tolerance.
Estate Planning : Protect your inheritance and ensure your wealth is passed on as per your wishes.

Meet Our 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 Journey with Us in 4 Steps

Analyze and Evaluate: Let's chat! Book a virtual meeting with us to discuss your financial goals and aspirations.
Present Recommendations: Drawing from our discussions, we design a customized financial blueprint tailored to your unique needs.
Implement Strategies: We work alongside you to put these plans into action.
Monitor Progress: The financial landscape is dynamic. We'll ensure regular check-ins, adjusting strategies as life unfolds.

Why Choose Our Nationwide Virtual Service?

Personalized Planning from the Comforts of Home: Engage in holistic financial planning sessions without stepping out of your front door. Our seasoned experts, with decades of collective experience, are just a video call away.
Tech-Savvy with a Human Touch: While we harness the latest technologies for seamless virtual sessions, our core values remain the same: building genuine relationships and understanding each client's unique story.
Nationwide Scope, Local Expertise: We've been rooted in Cumming, GA since 1996. But our nationwide virtual services mean you get the benefit of our local expertise, combined with the scope and versatility of a national firm.

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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.

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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.

Local Touch with Nationwide Reach:

Our heart remains in Cumming, GA, where we've nurtured relationships for over 25 years. But our vision is nationwide. We’re excited to bring our local touch, steeped in community trust and proven expertise, to every corner of the U.S.

Join the Financial Consultants Group Family

Your path to financial freedom doesn't have to be a solo journey. Let the Financial Consultants Group be your trusted guide. With our nationwide virtual services, expert team, and commitment to your financial well-being, your goals are closer than you think. Reach out today and let's shape your future, together.

Join the Financial Consultants Group Family

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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.”