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.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
How long does a $20 bill last?
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
It may help your business be better prepared in the event of the death of a principal or key employee.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to estimate your capital gains tax.
Estimate your monthly and annual income from various IRA types.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
How will you weather the ups and downs of the business cycle?
What if instead of buying that home, you invested that money?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
When do you need a will? The answer is easy: right now.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.