8712 Lindholm Drive, Huntersville, North Carolina 28078, United States
FIG Wealth “Discover Better"
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.
We have a conservative, safe approach to planning an asset preservation philosophy. We have planners that specialize in areas that concern you such as:
- Removing market risk to retirement savings
- Maximizing income in retirement with a focus on properly planning for the impact taxes will have on that income
- Surviving spouse income needs
- Protecting your savings from the risk of long-term care expenses
- How to pass on assets to your heirs in the most efficient way
- Providing an income that you can not outlive
- Social security claiming strategies, when and how to file?
- Key executive planning to maximize the available tax credits and legally reduce those taxes while increasing your retirement funding opportunities beyond defined contribution plan (401k, 403B, 457) limitations
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.
Retirement Income Planning
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.
Furthermore, our clients typically are 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. 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 *