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.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Benefits of Life Insurance
Discover the benefits whole life can provide during your different life stages.
A four-step framework for building a personal legacy.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Financial behaviors you learned from dad may be influencing your own confidence in managing money.
One way to find money is to examine your current spending habits and eliminate money wasters.
Being healthy not only makes you feel good, it may also help you financially.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help determine whether it makes sense to refinance your mortgage.
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.
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
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Here’s a quick guide to checking to see if you have unclaimed money.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
If you died, what would happen to your email archives, social profiles and online accounts?