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.
We have a conservative, safe approach to planning an asset preservation philosophy. We have planners that specialize in areas that concern you such as:
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.
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.
Like the Roman Philosopher Seneca says, "Luck is a matter of preparation meeting opportunity.” 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 Partners does not give tax advice but works with your accountant— preferably a CPA, EA or tax attorney — regarding any Roth IRA conversions and or other tax planning strategies that are compliant to current tax laws *
Our story is your success formula!