5960 Fairview Road, Charlotte, NC 28210, USA
About FIG
Retirement & Estate Planning
"The Retirement Wealth Company"
FIG Wealth Partners is a fiduciary financial planning firm specializing in retirement income and estate planning for physicians, dentists, business owners, pre-retirees and post retirees. We focus on “outside-the-box” strategies designed to help clients protect and preserve wealth through tax-efficient retirement planning, large tax deduction opportunities, and reduced exposure to market volatility and future tax increases.
By emphasizing holistic, independent advice, FIG Wealth Partners helps clients address concerns such as market corrections, outliving retirement savings, and the long-term impact of taxes on retirement income. Unlike many traditional fee-based firms that are limited by broker-dealer or advisory firm restrictions, FIG Wealth Partners operates independently, allowing us to provide customized strategies tailored to each client’s unique financial goals and risk tolerance.
Using comprehensive financial planning as a roadmap, the firm’s mission is to help clients grow, protect, and efficiently distribute wealth while minimizing future tax burdens and preserving retirement income. FIG Wealth Partners positions itself as “The Retirement Wealth Company,” committed to helping clients achieve greater financial security and confidence in retirement.
*Please note, we do not offer, advice or sell securities but may refer to a registered investment advisory company with no fee/compensation being accepted or requested by FIG Wealth Partners or any affiliate companies of FIG.
