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Your Wealth Advisors

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Woodstock, GA
Your Wealth Advisors

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We take the time to understand what matters most to you, from your goals and values to your vision for retirement.

Then, we build a financial plan that’s truly yours. At Your Wealth Advisors, our mission is simple: to help you achieve meaningful financial independence through personalized strategies that reflect your goals, values, and vision for retirement. Founded by Ryan Cunningham and his wife Paige, we take the time to understand what matters most to you, from healthcare planning and legacy considerations to retiring comfortably, and build a plan that is truly yours. With a straightforward, simplified, and independent approach, we focus on helping clients navigate every aspect of long-term financial wellness, including:

✔️ Retirement Planning & Income Strategies
✔️ Social Security & Medicare Guidance
✔️ Healthcare and Long-Term Care Planning
✔️ Tax-Efficient Strategies for Retirement
✔️ Estate & Legacy Planning

We do not do cookie-cutter plans, jargon, or pushy sales. Instead, we listen, educate, and guide you so you can take control of your future with confidence and clarity.

11/02/2026

When was the last time you looked at your estate plan as a whole? 🤔

A will may be part of it, but there are other documents and decisions that can affect how prepared you and your family are for the unexpected.

Our Estate Planning Readiness Quiz offers a simple way to assess where you stand and uncover areas you may want to revisit.

🔗 Head to the link in our bio to take the quiz.

10/31/2026

Well, this is one way to get the whole team moving. 💀😂

We hope your Halloween is filled with plenty of treats, a few good laughs, and significantly better dancing than whatever is happening here.

Happy Halloween from all of us at Your Wealth Advisors! 🎃

10/28/2026

You've probably heard the acronym RMD. But why does it matter?

Required Minimum Distributions are tied to certain tax-deferred retirement accounts. When those withdrawals begin, they can add taxable income to your retirement picture.

That's why understanding RMDs before you're required to take them can be an important part of planning ahead.

📺 Catch "Your Wealth Matters" every Saturday at noon on CBS.

10/26/2026

Knowing what you own is one thing. Knowing how much risk comes with it is another.

As retirement gets closer, it may be worth looking beneath your account balance and understanding how your portfolio is actually positioned. 🔍

Risk isn't something that should be determined by guesswork. Understanding your investments can help you evaluate whether your current approach still makes sense for the next stage of your financial life.

10/23/2026

YWA across the pond! 🇬🇧✈️

Ryan and Paige traded Georgia for London for a few days with Magellan, complete with sightseeing and a visit to the iconic Abbey Road Studios. 🎶

A pretty incredible experience and plenty of memories to bring back home. A big thank you to Magellan Financial & Insurance Services, Inc for making the trip one to remember!

10/21/2026

The investment strategy that made sense while you were working may not feel the same once retirement begins.

During your career, you may have time and ongoing income on your side when markets fluctuate. Retirement can change that equation, especially when your portfolio becomes a source of income rather than an account you're continuing to build.

🎬 Paige and Ryan explore more retirement conversations like this on "Your Wealth Matters", airing Saturdays at noon on CBS.

10/19/2026

You've built the retirement account. Now, how does it become a paycheck? 🤷

That's a question Ryan hears often from people who have spent years saving but still aren't sure whether retirement is within reach.

Accumulation and retirement income are different conversations. Understanding how your savings may translate into income can give you a much clearer picture of where you actually stand.

10/16/2026

What would financial independence mean for your life? 💭

Maybe it's having the freedom to spend your time differently. Maybe it's simply feeling more prepared for what's ahead.

The answer is personal, which is exactly why your financial strategy should be personal too.

That's what Meaningful Independence means to us.

🧑‍💻 Visit our website to learn more about how we help families build financial strategies around the lives they want to live.

10/14/2026

Growing your retirement accounts is important. But eventually, the conversation has to shift from accumulation to utilization. 💬

Understanding how withdrawals may affect your taxes and fit into your overall income strategy can be just as important as accumulating the money in the first place.

📺 Join Paige and Ryan on "Your Wealth Matters", airing every Saturday at noon on CBS.

10/12/2026

For decades, you know when the next paycheck is coming. 📬

Then retirement arrives, and suddenly the way money reaches your bank account looks completely different. For people without a pension, that transition can raise some very real questions about where their monthly income will come from and how Social Security fits into the picture.

A structured retirement income plan can help connect the savings you've accumulated with the life those savings now need to support.

Address

300 Parkbrooke Place, Suite 140
Woodstock, GA
30189

Opening Hours

Monday	8am - 6pm
Tuesday	8am - 6pm
Wednesday	8am - 6pm
Thursday	8am - 6pm
Friday	8am - 6pm

Telephone

+17707830050

Website

https://calendly.com/-yourwealthga/30min, https://calendly.com/-yourwealthga/initial-consultation-cartersville, https://

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