Qualified Corporate Retirement Plans
Wealth Advisory Services
Attracting & Retaining Key Employees
How do we help you make smart choices about money?
What is unique about our approach?
The Financial Directions Difference
We offer a unique approach that emphasizes the client-advisor partnership and circumvents the limitations that may be found in more traditional advisory relationships.
We act in your best interest. As an independent firm, we do not represent any one company. We objectively shop the market with only our clients’ needs in mind to offer you the best possible options.
We are specialists – We know our business. No individual has true expertise in all areas. We offer a unique team of experienced specialists who can scrutinize all facets of your finances – from retirement plans to executive benefits – to develop an integrated plan designed to help maximize return opportunities and reduce risk. Our specialists include CPAs, MBAs, PPC, and CFP® professionals.
We work the way you want us to work. Whether you like “executive summaries” or delving into the details, whether you want to work with us on a fee or commission basis*, whether you have a single need (e.g., health insurance) or require a comprehensive plan, we will accommodate your preferences.
*Securities and fee based financial planning offered through First Allied Securities, Inc.
We are consultants and financial educators. Our goal is not to sell products. Our goal is to understand your objectives and help you make smart choices. We value ongoing relationships based on mutual trust.
How We Work
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
George has over seven years of business experience in financial services. He is a CERTIFIED FINANCIAL PLANNER® and has a Master of Business Administration from Southern New Hampshire University, with a concentration in Finance.
George holds Series 7 & 66 securities registrations with First Allied Securities, Inc. and is a Registered Representative with First Allied Securities, Inc. and Investment Advisor Representative with First Allied Advisory Services. George focuses on a “client first approach” and is goal driven in financial planning; concentrating on investment strategy, asset allocation and qualified retirement plans.
Rosemary is responsible for supporting your team in assisting our clients. She has 14 years of experience working in the financial services industry and over 30 years of experience with taxation and accounting. Rosemary is a Registered Sales Assistant with First Allied Securities, Inc., holds Series 7 and 63 securities licenses with First Allied Securities, Inc. and she is a registered life and health insurance agent in North Carolina. She graduated from Iona College with a Bachelor of Business Administration.
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