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About Us

The FBR Group is a full service firm that strives to provide high quality products and services through customized life insurance strategies to effectively meet present and future Estate Planning goals utilizing Tax Reduction & Wealth Preservation strategies. The FBR Group has built its reputation on knowledge, professionalism, and integrity. The company employs innovative strategies to assist high net-worth clients reduce the burden of significant income and estate taxes. Through unique planning efforts, clients are able to build, protect, and pass their wealth on to successive generations.

It is imperative that there be coordination among a client’s professional advisors to ensure that their efforts are fully integrated with the client’s overall objectives. The FBR Group utilizes a “team approach” to planning, acting as a “quarterback” in orchestrating the work of the client’s professional team which can consist of attorneys, trust officers, actuaries, and accountants.

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