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 Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Try these activities to keep your brain sharp.
How can whole life insurance protect your business and reward and retain your key employees?
At what point can you call a personal vehicle commercial?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help you estimate how much you may need to save for retirement.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help determine whether it makes sense to refinance your mortgage.
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 a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Smart investors take the time to separate emotion from fact.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
How will you weather the ups and downs of the business cycle?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
When should you take your Social Security benefit?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.