919-678-0007 Contact us Home The FDG Difference For Individuals For Employers Resources Client Access Enhance Your Vision for the Future We provide goals based planning and investment services by a technical and experienced team. LEARN MORE We Work to Make a Difference in Your Life "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 Smart, Clear, Objective Guidance 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. LEARN MORE A Plan for the 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. LEARN MORE Encourage Employee Success 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. LEARN MORE Support Key Executives in Your Organization We can provide supplementary plans and services to support key executives in your company, helping you retain those top employees. LEARN MORE Your Money, Smart Choices 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. LEARN MORE How We Work We believe that making clients like you a priority is what wealth management is all about. An Overview of Renter’s Insurance Don’t overlook the need for renter’s insurance if you rent your home. LEARN MORE Budgeting After a Divorce Divorce is the second most stressful time in a person's life. Here's some tips to get through it. LEARN MORE Choices for Your 401(k) at a Former Employer Individuals have three basic choices with the 401(k) account they accrued at a previous employer. LEARN MORE Have a Question? 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