CERTIFIED FINANCIAL PLANNER® Professionals

Plan. Retire. Play.™

Find your freedom in retirement.
Our CERTIFIED FINANCIAL PLANNER® Professionals are ready to help you maximize your savings, preserve what’s important and be as tax-efficient as possible.
Learn About Our Services

Financial Planners in Huntsville, AL, and Brentwood, TN

Financial planning that considers your entire financial picture.

WG Financial Group provides comprehensive financial planning to people nearing retirement or already there.  Our large team of CERTIFIED FINANCIAL PLANNER® Professionals understands that proper planning can help set you free.

Learn About Our Services

“Our motto is ‘Plan. Retire. Play.™’
We think you should plan well, so you can retire and go play.”

– Cris Wallace, CFP®, ChFC®
President of WG Financial Group

Get Your RITE Retirement® Report Card

At WG Financial, we’re guided by a simple idea: If you plan properly, you should be able to retire and then go out and play. We’ve made it our business to help you plan properly for retirement with The RITE Retirement® Process:

Retirement Income
Investments
Tax-Efficient Strategies
Estate & Legacy Planning

Ready to find out where you stand?

Get Your Report Card
Is Your Retirement Planning Making the Grade?

Why You Need a CERTIFIED FINANCIAL PLANNER®

Planning for retirement may feel overwhelming, but partnering with a CERTIFIED FINANCIAL PLANNER® Professional can make all the difference.

Here's what sets us apart:

Rigorous Standards:

CERTIFIED FINANCIAL PLANNER® Professionals undergo extensive education and training to meet high ethical and competency standards.

Comprehensive Guidance:


With their specialized knowledge,  CERTIFIED FINANCIAL PLANNER® Professionals craft personalized strategies to align with your unique retirement goals.

Client-Centered Advising:

A CERTIFIED FINANCIAL PLANNER® Professional  puts your best interests first, helping you create a long-term financial strategy tailored to your needs.

It’s time to work with a financial advisor who understands your entire financial world.

About WG Financial Group

The team at WG Financial Group has spent decades helping people retire with freedom. Our goal is not simply to manage your money but to help you manage your life — with a well-thought-out financial strategy that reflects your goals and dreams.

Here are some of the top concerns we often hear:

“If I die unexpectedly, will my loved ones be OK?”
“How can I help protect my children who are still minors?”
“Do I have the proper estate planning documents in place?”


Let our team help you answer these questions — and many more.

It’s time to plan for your freedom in retirement.

Schedule A Visit

Will Your Money Last?

Check out our complimentary consumer guide “Will Your Money Last as Long as You Do?” to see why a retirement income analysis is so important for your retirement:

Learn how an experienced financial professional can address your “what-ifs” about retirement — and then help you figure out how to address them.
Read how much the average person spends on health care today. (You might be surprised at the number!)
Make sure you’re asking the right questions about retirement: How do I make my money last? How could a long-term care strategy help my family’s long-term medical needs?
Download Your Guide

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