919-678-0007 Contact us Home The FDG Difference For Individuals For Employers Resources Client Access Smart, Clear, Objective Guidance We deliver smart financial choices to help guide you towards success. We value honesty, hard work, and helping each of our clients to reach their goals. Our Mission Our mission is the impassioned pursuit of our clients’ success. We maintain a goal- and results-oriented outlook that helps us to deliver on every promise we make, and as independent advisors, we are always acting in our clients’ best interests. We provide tailored solutions to complex problems by getting to know our clients on a personal level, understanding their needs and concerns, and creating a financial path unique to their needs. No matter what stage you’re at in your financial planning, we have one goal: To help you make smart choices with your money. Our Process We don’t offer a step-by-step, one-size-fits-all method for success—because we know that everyone’s definition of success is different, and every person needs a different path to get them where they want to go. That’s why our process begins by getting to know you, the client. We don’t just get familiar with your financial situation; we become familiar with your goals for the future, your current concerns, your family situation, and other aspects of your life. All of this helps us to create a tailored solution that will take you to where you need to go. Our seasoned team offers ongoing support and smart, clear, objective guidance as we help you implement and follow through with your financial plan. We keep a focus on your goals, and monitor and adjust the plan as needed to keep you on track. No matter where you’re starting out or what your end goals might be, our process can help you find the path to get you there. While we work with businesses of every size and in every industry, we specialize in working with companies in the life science/health, technology, and non-profit sectors. Life Science / Health We create strategies that are tailored to your needs and goals. Technology We take a technical, analytical approach to financial planning, with a focus on measurable results and achievable goals. Non-Profit We’ll help you so you can keep doing your good work for years to come. Additional Information / Resources The Financial Literacy Crisis Many Americans are operating their personal finances with only the barest minimum of knowledge. LEARN MORE Money that Buys Good Health is Never Ill Spent It's important to make sure your retirement strategy anticipates health-care expenses. LEARN MORE Test Your Estate Strategy Knowledge Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues. LEARN MORE 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. 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