919-678-0007 Contact us Home The FDG Difference For Individuals For Employers Resources Client Access BLOG What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. This is also the home of True North, our monthly newsletter. Check out Financial Directions' George Phipps on WRAL Lori Spivey, CPA, MBA, CFP® Monday, August 16, 2021 Our very own George Phipps, CFP® was featured last week in a WRAL Morning Original about retirement preparation titled Retirement planning: Begin early, set goals and stay socially engaged. George is one of our Wealth Planners and... Read More True North - August Newsletter George Phipps, MBA, CFP® Friday, August 13, 2021 True North - The Newsletter from Financial Directions This month we continue our series on longevity planning and creating your life vision in addition to providing market updates for July 2021 Click here to view as PDF Read More True North - July Newsletter George Phipps, MBA, CFP® Monday, July 12, 2021 Read More True North - June Newsletter George Phipps, MBA, CFP® Monday, June 7, 2021 Read More Financial Literacy Month - Defining SMART Financial Goals George Phipps, MBA, CFP(R) Thursday, April 22, 2021 Are your financial goals well-defined? While "I want to have lots of money" may sound like a great goal, it's just too vague. How much is "lots?" If you don’t know … how will you know when you have it? And will the... Read More Show All Contact Office: 919-678-0007 Toll-Free: 919-678-8423 Fax: 919-675-1981 5001 Weston Parkway Suite 200 Cary, NC 27513 Send an Email Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle All Articles All Videos All Calculators All Presentations Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2021 FMG Suite. Securities offered through First Allied Securities, Inc. A Registered Broker/Dealer. Member FINRA & SIPC. Advisory Services offered through First Allied Advisory Services, A Registered Investment Adviser. First Allied entities are under separate ownership from any other named entity. This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. We suggest that you consult with your financial or tax advisor with regard to your individual situation. This site has been published in the United States for residents of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration. Important Disclosures | Business Continuity Important COVID-19 NY EXECUTIVE ORDER Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.