Exceptional Financial Services
Optimize Your Finances
with our support
Improve your finances with our advanced technology and sophisticated strategies. We help you build wealth and plan for the future.
✓ Efficient and valuable
✓ 1,000+ mutual funds
✓ Increases disposable income
Practice Areas
We are a first-rate financial advisory that focuses on the most important areas of wealth building. Our process applies techniques used by families to build generational wealth.
01
Benefit Planning
Retirement Plan Analysis
02
Financial Planning
Investment Portfolios
03
Estate Planning
Probate & Legacy
Boost your financial well being with us
Make sure your financial future is secure with our premiere financial and estate planning services. Align your investment goals with our unique wealth building techniques.
Emergent Financial Group has been a life saver in growing my assets and improving my investments. Wonderful experience!
Wealth Management
Client
Top Features
✓ Alternative Asset Classes
✓ Prudent Wealth Management
✓ Thoughful Estate Planning
What our clients say
★★★★★
Emergent Financial Group has been tremendous in the growth of my financial affairs over the years. They have worked head over heels helping progress my financial awareness. My family and I are much better off now!
Highly recommended.
Alex
Wealth Management Client
How does a benefits consultation begin?
The process begins with an initial discovery meeting. We sit down with the decision maker and discuss their benefit plan goals. After verifying information in the group census.
How much does this cost?
We are paid in three ways: insurance commissions, financial advisory fees, and AUM fees. AUM fees cannot exceed 2% and if we receive AUM fees, we cannot accept advisory fees.
How do you customize investments?
We customize investments by defining your financial goals, assessing your risk tolerance, and using different asset classes to create a tailor made investment strategy.
How do I become a client?
You can become a client by scheduling a meeting and either purchasing an insurance product, signing an advisory agreement, or consenting to a fixed fee arrangement.
How am I billed?
Our clients are billed one of three ways: A quarterly AUM Fee is deducted from their investment portfolio’s cash account. As well as an hourly fee, a fixed fee, or a combination of both.
What are your qualifications ?
Emergent Financial Group is a Registered Investment Advisory regulated by the state of GA, FINRA and the SEC. Additionally, we are a insurance agency in Georgia certified in Medicare.
Require further clarification in matters pertaining to your finances?
Struggling to locate the information you seek? Let’s engage in a discussion.
Our meticulous approach
eases your burden.
✓ detailed analysis
✓ Flawless implementation