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.

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:

Ready to find out where you stand?

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.

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?

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Fill out the form below to receive access to all our resources!

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Insurance products are offered through the insurance business WG Insurance Services. WG Financial Group is an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by WG Insurance Services are not subject to Investment Adviser requirements. AEWM and WG Insurance Services are not affiliated companies.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. 5338053 - 8/25

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