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.
How Income Taxes Work
A quick look at how federal income taxes work.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Earnings season can move markets. What is it and why is it important?
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much income may be needed at retirement to maintain your standard of living.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
The decision whether to buy or rent a home may have long-term implications.
Investors seeking world investments can choose between global and international funds. What's the difference?
Smart investors take the time to separate emotion from fact.
Do you have causes that you want to support with donations? Here are three tips.
There’s an alarming difference between perception and reality for current and future retirees.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.