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    In the Media

    As an industry leader in our market, Family Wealth Group is often asked to discuss current topics and trends in the financial arena. Take a look at some of our recent media spotlights:

    Featured Videos

    Spring Cleaning Your Finances

    Spring only comes once a year, but a deep cleaning can help your home stay organized and uncluttered all year round. The same can be said for your finances! Jeff Sheppard stopped by Lee & Haley on LEX-18 to share 5 tips to spring clean your financial house:

    1. Inspect Your Budget
    2. Brush Up on Your Goals
    3. Rake in Retirement Contributions
    4. Clean up Forms
    5. Take Out the Trash*
    *Click the button below to find out how long to keep financial documents.

    how long to keep financial documents


    Money Saving Tips for March Madness

    Don’t let your basketball game experience bust your budget! Financial professional Jeff Sheppard talked with LEX-18 News about ways to keep down costs. Download your own budgeting tool below and start building your bracket.

    Budget Worksheet

    NCAA Bracket

    Financially Prepare for Disasters

    We all need to prepare for storms, but not just where to go and what to have with us; we also need to prepare financially.

    Read More

    Retirement Seminar at Castle Post

    Dough High sits down with Donald Bentley to talk about two dinners being held at the Castle Post wherein attendees will learn strategies to reduce taxes and expand their estate in retirement or as they prepare for retirement.

    We are Family Wealth Group

    You and your family have worked hard to achieve security for your golden years, but when you arrive you find your savings threatened by an America laboring under roller-coaster markets, rising taxes and a looming health care crisis. We are here to help retirees find peace.

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    The information and opinions contained herein are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. It is given for informational purposes only and is not a solicitation to buy or sell 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.



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    Investment advisory services offered by FWG Investments, LLC., a SEC-registered Investment Advisor.

    *Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

    Registration does not imply a certain level of skill or training.

    The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance products in the future.