Our experienced tax and wealth management professionals have helped many people just like you. We can help you create an approach that is designed to address your unique situation.
At Cumberland Financial Group, we educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We believe our team approach adds a broader perspective to all we do and provides increased benefits to our clients.
Understanding Today's Financial Environment
Welcome, we are Cumberland Financial Group, a financial organization in Marietta, GA. We understand that individuals face unique challenges in today's tax and financial environment. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
These food myths will really put a drain on your wallet.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Is your estate in order? This short quiz may help you assess your overall strategy.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
$1 million in a diversified portfolio could help finance part of your retirement.
Have you explored all your options when it comes to managing your taxable income?
Understanding the cycle of investing may help you avoid easy pitfalls.
Taking your Social Security benefits at the right time may help maximize your benefit.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Estate conservation is too important to put off. Do you have a smart exit strategy?