NetworkยทFamily Office
๐ CUMMING, GA
SEC CRD #801-123013
Financial Consultants Group: Fiduciary Financial Planning Axos Login Fiduciary Investment Management Fee-Only Financial Advisors We're Here For You: (770) 627-2121 (770) 627-2121 Cumming, GA 30041 Alpharetta, GA 30004 Fee-Only Wealth Advisors CFP Professional | Est. 1996 Working Together For Your Future: (770) 627-2121 Client Login Where Your Vision Meets Expert Guidance Where Your Vision Meets Expert Guidance Working Together For Your Future Proudly Serving Our Community For: 0 Years 0 Days 0 Hours 0 Minutes Discover Your Financial Future: First, our team explores your financial landscape, listens, analyzes, and considers all aspects of your situation, goals, risk capacity, and needs. Crafting Your Customized Plan: From the insights we gain, we create a personalized financial strategy just for you. Our tailored plans cover savings, investments, taxes, and retirement, prioritizing your financial health and prosperity. Implement, Monitor, Refine: We bring your plan to life by setting up accounts, orchestrating investments, organizing automatic savings, and making sure everything runs smoothly. We will also continually monitor and adapt your financial plan to life's changes, financial markets, tax laws, and more, keeping you on the best path toward your goals. 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, an
SANDRA FRICKS
CHIEF COMPLIANCE OFFICER
๐ (770) 627-2121
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AUM
$188M
Location
CUMMING, GA
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