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
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)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Overview of Medicare Advantage, what’s in them, special rules, and more.
A quick look at how federal income taxes work.
There are things about Social Security that might surprise you.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
There’s a link between debt and stress.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much of your Social Security benefit may be considered taxable.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
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