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.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
For some, the social impact of investing is just as important as the return, perhaps more important.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Can you keep up with your children’s mobile slang?
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Use this calculator to better see the potential impact of compound interest on an asset.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
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 of your Social Security benefit may be considered taxable.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
Principles that can help create a portfolio designed to pursue investment goals.
Women must be ready to spend, on average, more years in retirement than men.
Here is a quick history of the Federal Reserve and an overview of what it does.
How will you weather the ups and downs of the business cycle?
Learn how to harness the power of compound interest for your investments.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Would you guess that Millennials are effectively saving for retirement? Well, they are.