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 Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
How to Cut Your Expenses
Living with confidence means living within your means. managers.
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.
Don’t overlook the need for renter’s insurance if you rent your home.
Even the savviest and most experienced among us need financial planning check-ins.
Good employee health can be great for the company’s bottom line.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
A collection of tips from professional travelers.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator will help determine whether you should invest funds or pay down debt.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator helps estimate your federal estate tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
There are a number of ways to withdraw money from a qualified retirement plan.
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
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
It's easy to let investments accumulate like old receipts in a junk drawer.
There are three things to consider before dipping into retirement savings to pay for college.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
If you died, what would happen to your email archives, social profiles and online accounts?
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.
Do you know these three personal finance sayings?