Financial Directions Group, Inc.

Since 1989, we have provided businesses and individuals with a broad range of financial services including employer retirement benefits programs, executive benefits, investments and financial planning. No matter what stage you may be in, we have one goal: to help you make smart choices with your money. RETIREMENT PLANS – Our goal is always to find the investment and administrative platform that meets your needs. To meet your fiduciary responsibilities, we can serve as 3(21) fiduciary and we commit to providing employee education. Based upon your objectives, we help you select the appropriate design from 401(k) or 403(b) to more sophisticated designs such as new comparability profit sharing or defined benefit plans. WEALTH ADVISORY – It all starts with the financial future you envision for your family. We listen, help you define your goals and get organized, and then devise and implement a plan that includes retirement planning, education planning, disability and long term care planning, life insurance needs and estate planning – all offered with support of our team of trusted advisors. INVESTMENT MANAGEMENT – We design and implement investment portfolios tailored to your risk profile and objectives. We offer a full range of investment products including mutual funds, annuities, private money managers, stocks and bonds, structured products and alternative investments. http://www.financialdirections.com/ www.finra.org www.sipc.org Securities offered through Cetera Advisors LLC, a registered broker-dealer, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. All Third party posts are the responsibility of their respective authors. These opinions and information are subject to change at anytime without notice or obligation of notification. The information is intended for informational purposes only and is not intended to provide tax, legal, or investment advice.

网站

http://www.financialdirections.com

Financial Directions Group, Inc.的外部链接

所属行业

金融服务

规模

2-10 人

总部

Cary，NC

类型

私人持股

创立

1989

领域

Retirement Plans、Benefit surveys、Financial Wellness、Fiduciary education、Attracting & Retaining Key Employees、Executive/Supplemental Benefits、Executive & Owner Planning Strategies、Wealth Advisory Programs、Financial Planning、Managed Money、Risk Management、Long Term Care Insurance、Annuities、Social Security Planning、Estate Planning、Charitable Giving、Deferred Compensation、Alternative Investments和Structured Products