919-678-0007 Contact us Home The FDG Difference For Individuals For Employers Resources Client Access RESOURCE CENTER Estate Manage personal affairs while you're alive and control the distribution of wealth upon your death. Insurance A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Investment Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals. Lifestyle How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters. Money Managing your money involves more than simply making and following a budget. Retirement Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want. Tax Understanding tax strategies can potentially help you better manage your overall tax situation. Have A Question? Name Email Message 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.