Broker Check
The Wild West of Data Theft Supporting Local Business In a Crisis Retiring in a Post-Pandemic World Dreaming Up an Active Retirement
Agent Photo

Customized Financial Strategies For the Many Milestones in Life

In an ever-changing financial climate, it can be difficult to confidently create a financial strategy, let alone have the time and knowledge to manage one that can grow with you over the years as your financial situation, needs, and objectives change. But without an up-to-date and flexible strategy in place, you may struggle pursuing your goals.

Fryar Financial LLC specializes in helping business owners and career professionals retire when they want through a unique and clearly defined financial planning advice model.  Our holistic approach to advice answers the question "Am I on track to meet my goals."  In the last 14 years, we've experienced 11 market downturns and we can tell you that we understand how to help protect client investments.  From corporate professionals to business owners to Division I athletic coaches, we've been able to help over 100 retirees chart a course to a successful retirement.

For over a decade, we have been offering comprehensive investment management and financial strategies coupled with objective advice and recommendations. Our utmost goal is to provide customized strategies that can grow with our clients throughout the many milestones of life.

At Fryar Financial, we take pride in knowing whether a client is a small business owner or not, we're uniquely equipped to help a wide range of clients pursue their financial dreams. Based in Durham, North Carolina, we serve clients in the Greater Triangle area, as well as throughout the state of North Carolina and beyond. Contact us today to learn more about our services or to set up an initial consultation.

Investment and financial planning services are offered by Marcus Fryar through his affiliation with Cetera Financial Specialists LLC and Cetera Investment Advisers LLC

Helpful Content

Where Will Your Retirement Money Come From?

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

Roth 401(k) vs. Traditional 401(k)

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

A Look at Systematic Withdrawals

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

 

Medicare Advantage 101

Overview of Medicare Advantage, what’s in them, special rules, and more.

How Income Taxes Work

A quick look at how federal income taxes work.

9 Facts About Social Security

There are things about Social Security that might surprise you.

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Debt Stress

There’s a link between debt and stress.

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

View all articles arrow

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

View all calculators arrow

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

View all presentations arrow

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Stay Safe with a B.O.P. At Your Back

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

View all videos arrow