Frequently Asked Questions
It does not cost you anything to meet with us. When you decide to become a client, all fees are disclosed up front and in full transparency prior to any paperwork being signed.
Yes, FWG Investments, LLC is a Fiduciary and required to do business in our clients’ best interests.
No, we want you to take your time and we encourage you to meet with other advisors to ensure you have the best fit. We are patient.
Our Office Hours are Monday-Friday 9a-5p. Our staff will work with you to select a time that works best for your schedule for you to come in and meet with an advisor.
One of the most popular statements made by our clients is, “I wish I had started meeting with you two years ago…” At Family Wealth Group, we believe it is never too early to start planning for the retirement you desire. We want to help you plan for that season of life.
It depends. Everyone is different. When we sit down with you we go over the questions you need to ask and answer yourself in order to be able to know if and when you can afford to retire. Some of the things we will go over in that appointment is your health, financial obligations, debt, even what you want to do when you retire: travel the world, volunteer, or just stay home and garden. It all needs to be a part of the discussion regarding your retirement.
Retirement Checklist
The last year’s tax return, a pay stub, any existing account statements, current debt information including amount owed on your house, car, credit cards, etc.
Again, it depends. What outstanding debt do you have? Bills? We will sit down with you and evaluate your options together. What suits one individual may not be appropriate for another.
Ready To Take The Next Step?
For more information about any of our products and services, schedule a meeting today or register to attend an educational presentation.
give us a call at 859.309.0349
