Broker Check

Plan For Life's Special Situations How Solid is Your Foundation Prepare for Retirement Prepare For Tomorrow Today

Integrity

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.

Learn More

Independent

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.

Learn More

Teamwork

We believe our team approach adds a broader perspective to all we do and provides increased benefits to our clients.

Learn More

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.

Helpful Content

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Four vacation destinations you might never have thought of.

Surprise! You’ve Got Money!

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Planning for the Expected

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

 

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

View all articles arrow

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

View all calculators arrow

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

View all presentations arrow

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

View all videos arrow