Expert Financial Strategies for Professionals and Business Owners

5960 Fairview Road, Charlotte, NC 28210, USA
  • At FIG
  • About Us
  • Why Doctors
  • The Super Roth
  • Bank Finance
  • Executive Benefits
  • The Tax Buster
  • Income Checkup
  • FIG in the Community
  • About Our Leadership Team
  • Social Security Facts
  • What's My Tax Bracket?
  • 10 Important Ages
  • Wealth Insurance Planning
  • Financial Videos
  • Contact
  • Terms and Conditions
  • Privacy Policy
  • More
    • At FIG
    • About Us
    • Why Doctors
    • The Super Roth
    • Bank Finance
    • Executive Benefits
    • The Tax Buster
    • Income Checkup
    • FIG in the Community
    • About Our Leadership Team
    • Social Security Facts
    • What's My Tax Bracket?
    • 10 Important Ages
    • Wealth Insurance Planning
    • Financial Videos
    • Contact
    • Terms and Conditions
    • Privacy Policy
  • At FIG
  • About Us
  • Why Doctors
  • The Super Roth
  • Bank Finance
  • Executive Benefits
  • The Tax Buster
  • Income Checkup
  • FIG in the Community
  • About Our Leadership Team
  • Social Security Facts
  • What's My Tax Bracket?
  • 10 Important Ages
  • Wealth Insurance Planning
  • Financial Videos
  • Contact
  • Terms and Conditions
  • Privacy Policy
FIG Wealth Advisors

Trusted Wealth Guidance for High-Net-Worth Clients

Trusted Wealth Guidance for High-Net-Worth ClientsTrusted Wealth Guidance for High-Net-Worth ClientsTrusted Wealth Guidance for High-Net-Worth Clients

Our Group Retirement & Disability Programs

Employer Sponsored Planning

FIG Wealth Partners offers executive benefits to attract, reward, and retain top talent.

We provide the following group retirement services: (A)SEP IRA, Simple IRA (B) Defined Benefits: 412(e) & Cash Balance Plans, (C) Non-Qualified Executive Deferred Compensation: Executive Bonus Plans (162 bonus & Key Person) 


*We do not offer 401(k) plans but can refer you to organizations that can help.*

Executive Bonus

Certain employees are essential to the life of a business and keeping them committed is essential. How can life insurance help? An executive bonus using life insurance combines death benefit protection during the employee’s working years with the potential for cash value accumulation and a supplement to retirement income later on. Executive bonus plans are a unique benefit that don’t have to be offered to all employees. 

Key Person coverage

Most companies have a person(s) whose skills are vital to the success of the business. A key person may be an owner, partner, or employee without whom the business could suffer serious consequences. The employer can purchase a life insurance policy on the employee and is the owner, premium payor, and beneficiary of the policy. 

buy sell agreement

Having a buy-sell agreement in place can make transitioning ownership of a business much smoother. Life insurance can play an important role in the transition by providing funds to surviving business owners without them having to worry about borrowing funds at expensive interest rates, liquidating business assets, or using personal property as collateral to fund the purchase. 

Copyright © 2017 FIG Wealth Partners - All Rights Reserved.

  • At FIG
  • About Us
  • Why Doctors
  • The Super Roth
  • Bank Finance
  • Executive Benefits
  • The Tax Buster
  • Income Checkup
  • FIG in the Community
  • About Our Leadership Team
  • What's My Tax Bracket?
  • 10 Important Ages
  • Wealth Insurance Planning
  • Financial Videos
  • Contact