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.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Should You Choose a Fixed or Variable?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
How Income Taxes Work
A quick look at how federal income taxes work.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Tips on how women can gain financial confidence.
Read this overview to learn how financial advisors are compensated.
How long does a $20 bill last?
There are four very good reasons to start investing. Do you know what they are?
Knowing your risks is essential when making investment decisions and exit decisions.
This calculator compares the financial impact of leasing versus buying an automobile.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to better see the potential impact of compound interest on an asset.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Making the most of surprises is a great reason to work with us.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Smart investors take the time to separate emotion from fact.