Enhance Your Vision for the Future
We provide goals based planning and investment services by a technical and experienced team.
Tailored Approach to Employer Retirement Plans
Using our expertise and technical knowledge, we will find, design and monitor retirement plan solutions that fit your organization goals, address your fiduciary responsibilities and best benefit your employees.
Retirement Plan Services for your Organization and Participants
We provide your employees education and financial wellness help to support their journey toward retirement success.
Services to Attract and Retain Executives
We offer benefit solutions to attract and retain talented individuals in key executive positions.
"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
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.
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.
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.
We can provide supplementary plans and services to support key executives in your company, helping you retain those top employees.
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.
We believe that making clients like you a priority is what wealth management is all about.
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