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.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
A few strategies that may help you prepare for the cost of higher education.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Military families face unique challenges, making personal finance even more critical.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Try these activities to keep your brain sharp.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Enter various payment options and determine how long it may take to pay off a credit card.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to compare the future value of investments with different tax consequences.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Smart investors take the time to separate emotion from fact.
Agent Jane Bond is on the case, covering how bond laddering works.
A bucket plan can help you be better prepared for a comfortable retirement.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.