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
A Primer on Irrevocable Life Insurance Trusts
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You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
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A four-step framework for building a personal legacy.
Apps that help small business owners better manage and grow their business.
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Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Imagine your ideal post-pandemic retirement with this hopeful, animated video.
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Do you know these three personal finance sayings?
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