North Carolina Retirement Planning
FIG Private Wealth
Specializing in high-net-worth clients—doctors, entrepreneurs, and estate planners—seeking sophisticated tax strategies, wealth continuity, and legacy planning. While many have assets exceeding one million, we serve a select clientele, ensuring tailored, discreet advisory care. At FIG, your legacy is our mission—focused on stability, growth, and personalized service.
01
Start Smart
Get a Clear Understanding of Your Financial Life
First, we gain a thorough understanding of your current financial situation, goals, objectives, risk tolerance, and the key considerations that should be addressed in your retirement strategy.
Six Fundamental Financial Planning Considerations
Six key financial planning considerations can impact your financial goals now and in the future. The question is not if these will affect your finances, but to what degree. We evaluate your sentiment toward each consideration and quantify the potential effects on your assets over time. This allows us to build customized strategies to help you achieve your financial objectives for retirement.
Longevity
Outliving financial assets as the result of a longer life.
Inflation
Reduction in real purchasing power as the result of increasing cost of living.
Mortality
Loss of financial assets as the result of a partner’s or spouse’s death.
Liquidity
Limited access to assets to meet life’s unexpected financial needs.
Market
Unexpected reduction in the value of financial assets at the time of withdrawal.
Taxes
Decreasing income and assets and/or the impairment of legacy assets from increasing taxes.
02
Apply Discipline
A Retirement Strategy Designed for You
Next, we design a retirement strategy that actively works to help optimize your wealth and protect your finances, keeping your goals and objectives at the forefront of our planning process.
03
Communicate Progress
Our Commitment to You
Lastly and continually, we work to ensure transparency of your income plan by providing visibility, proactive outreach, and accessibility to our team throughout our working relationship.
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Retirement Resources
Complimentary Educational Resources
Our Downloads
Legacy And Estate Planning Guide
Understanding The Basics
Estate planning is an important part of retirement planning. You’ve worked hard for your money and want to see your children and grandchildren benefit, and you probably want to see it passed down in the most efficient way possible. Unfortunately, costly mistakes are all too easy to make, from forgetting to name a beneficiary on your retirement account to not updating your estate plan over time. It’s not just billionaires who need to have solid estate plans; it’s anyone who wants their wishes to be honored after their passing.
Our Blog
6 Pitfalls to Avoid When Managing Inflation
Inflation is an occasional economic event, but when unmanaged, it poses significant threats to the economy. It dilutes the purchasing [...]
From Gold to Fiat Currency to Your Retirement
For centuries, the concept of money was inextricably linked to something tangible. Whether it was silver coins in ancient Rome [...]
Rethinking the Million-Dollar Retirement Benchmark
If you search for retirement advice online, you’ll often find that $1,000,000 seems to be a recurring target number. But [...]
Financial Calculators
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