Welcome to FBR Group
Building a successful business requires an approach similar to the one a coach needs to lead a sports team to victory – a winning game plan. Owners of privately held businesses, heads of public companies, and wealthy individuals find the full-service FBR Group approach provides customized strategies in the areas of:
- wealth preservation
- executive compensation
- estate planning
- retirement planning
- tax reduction strategies
- business succession planning
- employee group health plans and other group benefits
At FBR Group we employ innovative strategies to help clients realize retirement goals and achieve lifelong financial security. Through our unique planning efforts, clients are able to build, protect and pass their wealth on to successive generations via a highly integrated network of personal and corporate financial programs..
In today’s volatile economy, it is vitally important to closely monitor your financial portfolio. At FBR Group, we work closely with a number of the area’s most prominent trust departments led by professionals who are available to review and analyze your current investment strategies to determine if they are accomplishing your goals and objectives while also providing a hedge against economic uncertainty.
When Couples Know TV Over Finances
Bonding with your significant other over TV plots is fun but when you know more about them than your money picture.....
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Do your insurance needs stay the same when the nest empties?
Making retirement calculations isn’t about perfection; it’s about helping you prepare confidently.
If you are recently divorced, take steps to ensure that you are properly protected.
A change in your mindset during retirement may drive changes to your portfolio.
If you find it hard to attain personal life goals, there’s an app for that!
Do you have an estate strategy? You should.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much income may be needed at retirement to maintain your standard of living.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Even low inflation rates can pose a threat to investment returns.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
Are Real Estate Investment Trusts right for your portfolio?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Investors seeking world investments can choose between global and international funds. What's the difference?
It's easy to let investments accumulate like old receipts in a junk drawer.