Broker Check

We Work to Make a Difference in Your Life

"We listen and help you define and navigate your path… with a financial plan and a life vision….we want to make a difference in your life." - Lori Spivey, CPA, MBA, CFP® - President & Principal Advisor, Financial Directions


Smart, Clear, Objective Guidance

Smart, Clear, Objective Guidance

At Financial Directions Group, we believe in taking a goal-oriented approach to retirement planning and wealth management. We focus on your vision for the future, and build a tailored financial plan around your needs and goals. Whether you’re building your personal retirement plan from scratch or looking to establish employer retirement plans for your whole organization, our team can help. 

We offer tailored solutions for complex problems, and always deliver what we promise. Contact us today to learn how we can help you plan for a more secure financial future.

Learn more
A Plan for the Future

A Plan for the Future

When it comes to your personal and business assets, nothing should be left to chance. We’ll help you build a clear plan for a secure future.

Learn More
Encourage Employee Success

Encourage Employee Success

Not only can we help you establish a retirement plan that meets your goals, but we can also educate and empower your employees towards success.

Learn More
Support Key Executives in Your Organization

Support Key Executives in Your Organization

We can provide supplementary plans and services to support key executives in your company, helping you retain those top employees.

Learn More
Your Money, Smart Choices

Your Money, Smart Choices

Our team of experienced professionals is here to offer you the guidance you need to make smart choices with your finances, and get you on track to meet your goals for the future. We assist individuals and businesses alike, and offer specialized knowledge to service life sciences/health, technology, and non-profit organizations. But whatever your industry and whatever your goals, Financial Directions Group can get you from where you are to where you want to be.

Learn more

How We Work

We believe that making clients like you a priority is what wealth management is all about.

<p>Taxable vs. Tax-Deferred Savings</p>

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.
Learn More
<p>Self-Employed Retirement Plans</p>

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Learn More
<p>Insuring Your Business With a Buy/Sell Agreement</p>

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.
Learn More

Have a Question?

Thank you!
Oops!