We are client focused, not product.
We help clients in every stage of life, recommending what's in their best interest.
F.I.G. Financial
F.I.G. Financial is an independent Registered Investment Advisor. We are a primarily fee-based financial advisory firm offering financial planning and wealth management services to clients all across the nation. We pride ourselves on being independent, offering some of the most robust technologies in the industry while maintaining the unique, personal touch of a boutique firm. Remaining true to these core values enables us to remain flexible, putting the interest of our clients before our own.
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We are wealth managers.
1. Plan
Every relationship begins with a plan. We show you the road map for the years and decades ahead.
2. Invest
Each client is invested for their appropriate level of risk, to keep them on track with their financial plan.
3. Repeat
We constantly monitor and update your progress, recommending changes and prompting action when necessary to keep you on track with your financial plan.
Latest news.
A.I.: Finally the New Frontier
Just as the internet revolutionized the world in the 1990s, we see the same possibility occurring with artificial…
2023 Important Dates, BIG Retirement Plan Changes
Secure Act 2.0 passes congress. delivering retirement plan changes and some holiday cheer as part of the year-end…
Inflation, Interest Rates, Recession?
With the +40% explosion of the M2 Money Supply over the last eighteen months, it's no surprise inflation took over.…
FTX: Classic “Bank Run”
FTX filed chapter 11 bankruptcy after a steep decline in almost all cryptocurrencies and after bailing out other…
Clouds of Uncertainty
While America's economy remains strong, we have increasingly become concerned for Europe and implemented hedges for…
Housing Realities
The majority of the drop in mortgage originations has come on the refinancing side. The fundamentals of the housing…
Valuations Matter
We continue to be astounded by how many investors ignore valuations and are finding incredible opportunities. Our main…
The Rhythm of History
We continue to see the makeup of a strong future ahead by studying a year with many rhythms and similarities to today,…
Looking to get started? Contact us now to setup a free initial consultation.
Without counsel plans fail, but with many advisers they succeed.Proverbs 15:22 (ESV)