Was it worth it? How long before your gas savings makes up for the cost of that new hybrid?
关于我们
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
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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
地点
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主要
5001 Weston Parkway, Suite 200
US,NC,Cary,27513
Financial Directions Group, Inc.员工
动态
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Had a fantastic time at TowneBank with Craig Columbus and the Financial Directions Group, Inc. team! It was a valuable opportunity to connect and share insights on how potential outcomes from the election may influence the economy and markets. Grateful for the chance to learn and collaborate with such a knowledgeable group. If you haven’t already, check out our website https://lnkd.in/emFKP2US to learn more about how we help clients achieve their financial goals or to hear Craig's most recent market update! Looking forward to many more opportunities to grow together!
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Corporate earnings season begins this week. Join CIO Gene Goldman, CFA, on this week’s episode of #TheWeekAhead as he explains why these earnings reports are so important to the stock market. https://lnkd.in/gGgNC_nU
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Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.
Understanding the Basics of Medigap Policies
financialdirections.com
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Self-employed? Learn more about your retirement plan options.
Self-Employed Retirement Plans
financialdirections.com
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Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lost, stolen, or damaged card. Read more here:
Replacing Your Medicare Card
financialdirections.com
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Read the latest issue of Retire Wise here: https://lnkd.in/d-dcQyz2
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Data has been strong since the #Fed cut rates by 50 basis points in September, suggesting they didn’t need to be so aggressive. Join CIO Gene Goldman, CFA, on this week’s episode of #TheWeekAhead as he explains what three answers we need from Wednesday’s Fed FOMC meeting minutes. https://lnkd.in/gGgNC_nU
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Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to qualify. Read more here:
The Basics of Medicare
financialdirections.com
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Financial Directions Group, Inc.转发了
In this month's update, Columbus Macro CEO Craig Columbus opens with the recent Federal Reserve rate cut and its signaling their shift in focus from inflation to unemployment. Mr. Columbus then details how markets reacted and provided...
September Monthly Update Craig Columbus