FIG Wealth Partners, LLC (Formerly FIG Wealth Advisors) specializes within three niche areas: Retirement| Advanced Tax Planning| Private Placements. As the leading 'Outside the Box' planning firm that utilizes our niche specifically for tax free retirement & large tax deduction strategies, we realize the importance of transitioning your assets from the effects of market fluctuations and uncertainties of future taxes on our income. Many of our clients are saying the same thing, "How much longer can the market sustain itself?", "And how much would another market correction like 2001 or 2008 impact my life savings?"
Furthermore, "With our current deficit, how will this impact my income when I retire?", "Or I am worried about outliving my money?" Well, we understand this and believe that's where our specialization brings you the most value. We believe that it is in America's best interest to protect its most vital piece: Its citizens from the effects of Washington (D.C.) political agendas and Wall Street next market correction with the endgame goal: Protecting your retirement income from losses due to these markets and the impact of taxes.
As a private, non-proprietary true fiduciary financial services firm, please make a special note: a fee based only planning firm is not a true fiduciary because that firm can only offer you securities that are approved through their broker dealers or registered investment advisory firm. In addition, these firms are paid through assets under management and will not offer other services that may be more akin to your situation which is what separates our firm and others who work more holistically.
We are uniquely positioned to provide experienced, holistic advice (no such thing as unbiased advice) on an independent basis that is void of any company mandates. This independence provides you (our clients) with assurance that you are receiving the best options for your retirement planning and truly working with a fiduciary advisory firm without the captive limitations that many other firms face. Using your financial plan as a roadmap, we concentrate on increasing and preserving your assets; reducing or eliminating future taxes on your retirement income while staying within your risk tolerance. FIG Wealth Partners, LLC "The Retirement Wealth Company."
We believe in a beyond Wall Street thinking that utilizes a holistic approach to planning with a core focus towards "outside the box" strategies to help protect and build retirement wealth for our clients.
This allows us to provide our clients the best financial options available for their personal situation without the singular focus many firms have in traditional Wall Street planning. FIG Wealth clients are considered accredited investors. Please note: Here is how to qualify according to the SEC to be a FIG Wealth client:
The regulations for accredited investors vary from one jurisdiction to the other and are often defined by a local market regulator or a competent authority. In the U.S, the definition of an accredited investor is put forth by SEC in Rule 501 of Regulation D.
To be an accredited investor, a person must have an annual income exceeding $200,000 ($300,000 for joint income) for the last two years with the expectation of earning the same or a higher income in the current year. An individual must have earned income above the thresholds either alone or with a spouse over the last two years. The income test cannot be satisfied by showing one year of an individual's income and the next two years of joint income with a spouse.
A person is also considered an accredited investor if they have a net worth exceeding $1 million, either individually or jointly with their spouse. The SEC also considers a person to be an accredited investor if they are a general partner, executive officer, or director for the company that is issuing the unregistered securities.
An entity is considered an accredited investor if it is a private business development company or an organization with assets exceeding $5 million. Also, if an entity consists of equity owners who are accredited investors, the entity itself is an accredited investor. However, an organization cannot be formed with the sole purpose of purchasing specific securities.
If a person can demonstrate sufficient education or job experience showing their professional knowledge of unregistered securities, they too can qualify to be considered an accredited investor. In 2016, the U.S. Congress modified the definition of an accredited investor to include registered brokers, investment advisors and individuals who have certain professional certifications, designations or credentials; individuals who are “knowledgeable employees” of a private fund; and SEC- and state-registered investment advisers.
Furthermore, our clients typically are those that ponder, "if there was a way to protect all their money so that you’d never have a losing year again, but would still receive gains when the market went up?" Those who are concerned about FUTURE TAXATION. “ "Did you know that up to 85% of your Social Security could be taxed as income once you begin receiving it?"
Lastly, those who are tired of the talking heads in the media and the "Financial Entertainers" who are paid to give "one size shoe" fits all statements but don't recognize that "Your" situation is unique. Well, we understand this and believe there's a better way to build & protect your wealth and reduce your taxes through a process we call, Total Client Engagement: TCE! This is why our clients say, "FIG Wealth, "Discover Better!"
FIG Wealth enjoys working with retirees, & pre-retirees but we also specialize in income planning protection (retirement & disability income planning) for Physicians, Dentists and other medical professionals which offers many of the same options for our non-medical clients but with a few more options specific to the medical industry. FIG Wealth's sister company, Clinicians Advocacy Group (CAG) was created for that sole purpose.
FIG Wealth Partners primary focus is building and protecting wealth for our clients utilizing all available options including alternative asset classes for true diversification. Therefore, we believe as many economist have indicated that when the stock market has its inevitable correction, our clients will be uniquely positioned to still see sustainable success without the volatility associated with those markets.
Areas of Focus
*Fig Wealth Partners does not give tax advice but works with your accountant— preferably a CPA or tax attorney — regarding any Roth IRA conversions and or other tax planning strategies that are compliant to current tax laws * For individuals paying more than $150,000 per year in personal income taxes, our subsidiary Redwood Tax Specialists can reduce those taxes by 50% nearly 100% of the time.
We do not do tax preparation or filling so we don't compete with your current tax professional but work with them to help in advanced tax planning which most CPAs do not do. For more information on Redwood Tax Specialists click the banner below to get started.
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8712 Lindholm Drive, Suite 300. (Birkdale Village) Huntersville, North Carolina 28078, United States
Monday - Friday: 9am - 5pm