8712 Lindholm Drive, Huntersville, North Carolina 28078, United States
FIG Wealth “Discover Better"
"The Retirement Wealth Company"
FIG Wealth Partners, LLC (Formerly FIG Wealth Advisors) specializes within three niche areas: Advanced Tax & Income Planning| Investment Banking| Retirement. 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 do not offer securities and are not securities licensed. We refer all securities related advice to our registered investment advisory partners. FIG Wealth primarily offers insurance based products like life insurance and annuities to protect and grow your retirement assets.
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."
Our Philosophy
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.
Traditional asset allocation methodology is no longer a balanced approach for most Americans. Americans are becoming more aware of the risks associated with having all your wealth in one proverbial basket which is why having a firm that understands how to truly diverse your assets is key.
This is one of the main reason why people are coming to us because they are looking for a better way and need to protect and still grow their "nest eggs". FIG Wealth clients are typically considered accredited investors but we work with you where you are and put a game plan in place to help you reach your goals.
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!"
Advanced Tax Planning| Private Equity| Retirement
FIG Wealth Partners primary focus is building and protecting wealth for our clients utilizing all available options including tangible asset classes for true diversification and market/inflation hedges. 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.
Like the Roman Philosopher Seneca says, "Luck is a matter of preparation meeting opportunity.” Don't leave your retirement plans to the luck of the market instead be prepared by having a real plan that considers stock & bond market corrections, future taxation, and the uncertainties of Washington politics by working with our advisors at FIG Wealth Partners to help you reach a safe and prosperous retirement.
Areas of Focus
- Advanced Tax & Income Planning
- Guaranteed Lifetime Income with an emphasis on Wealth Accumulation
- Key Executive Planning
- Private Equity Real Estate & Commercial real estate loans with structured finance solutions for a variety of circumstances via our Investment Banking Partner
- Roth IRA Conversions & IRA Transfers
- Social Security Claiming Strategies
- Wealth Insurance Planning
*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 *
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.