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.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
How to help determine life insurance needs to provide for your family after you pass away.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Apps that help small business owners better manage and grow their business.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help you estimate how much you should be saving for college.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate your monthly and annual income from various IRA types.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Smart investors take the time to separate emotion from fact.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Around the country, attitudes about retirement are shifting.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.