FIG Wealth Partners, LLC (Formerly FIG Wealth Advisors) specializes within three niche areas of planning: Retirement & Advanced Tax Income| Executive Deferred Compensation| Estate & Probate. 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 income distribution 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."
*Retirement Income Planning
* Premium Financing
* Executive Deferred Compensation Plans
* Profit Sharing & Cash Balance Plans
* Roth IRA Conversions
* Insurance & Estate Planning
* Social Security Maximization Strategies
* Business Continuity Planning
* Wealth Transfer Consulting
* Buy Sell Agreements