FIG Wealth Partners

FIG Wealth Partners

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FIG Wealth Partners, LLC offers consulting in retirement tax income & estate planning.

09/08/2026

Business owners and leaders—are your benefits helping you attract and retain top talent? Are you maximizing tax-smart strategies while staying prepared for ACA compliance?

Join us for **Stronger Businesses, Stronger Solutions** on September 17 for an engaging luncheon designed to help you strengthen your business and better support your employees.

📅 Thursday, September 17
⏰ 12:00–1:30 PM
📍 6100 Fairview Road, 2nd-Floor Training Room
🚗 Free parking
🍽️ Complimentary lunch provided

We’ll discuss:

✅ Executive and key-employee benefits
✅ Business tax-smart wealth strategies
✅ Employee benefits and retention
✅ ACA compliance considerations

Space is limited—reserve your seat today!

Register Below: 👇

https://lp.constantcontactpages.com/cu/TbItDDj/smallbusiness?source_type=fbpo&source_id=385e3042-ce6c-40a8-8867-4e5bd5816f5f

Photos from FIG Wealth Partners's post 07/27/2026

📣 The July Edition of the FIG Wealth Partners Newsletter Is Here!

Business owners, executives, and professionals—our July 2026 Executive Edition is now available!

This month's newsletter is packed with timely strategies to help you build wealth, protect your business, and create a lasting legacy.

Inside This Issue:

✅ Why Executive Benefits Matter More Than Ever

✅ Executive Bonus Plans (Section 162)

✅ Premium Financing Strategies

✅ Business Succession Planning

✅ Tax-Efficient Wealth Planning

✅ Estate Planning Workshops

✅ Upcoming Stronger Businesses Lunch & Learn

Whether you're looking to retain key employees, reduce taxes, strengthen your executive compensation strategy, or prepare your business for the future, this edition is filled with valuable insights designed specifically for today's business owners.

📖 Read the July Executive Edition today!

https://myemail.constantcontact.com/The-latest-news-for-you.html?soid=1140042625959&aid=kN0HdDuzfBY

📅 Be sure to register for our upcoming educational events and schedule your complimentary Business Strategy Consultation.

**Helping Business Owners Build Wealth • Protect Assets • Create Lasting Legacies**

07/01/2026
06/12/2026

🌟 The June FIG Wealth Partners Newsletter Has Arrived! 🌟

This month's edition is packed with timely financial insights, retirement planning strategies, and important information to help you make informed decisions about your financial future.

Inside this issue:
✅ Why Every Family Needs an Income Checkup
✅ Retirement Income Planning Strategies
✅ Important Financial Milestones by Age
✅ Wealth Preservation & Legacy Planning Insights
✅ Tax-Efficient Retirement Considerations
✅ Market & Economic Updates

Whether you're planning for retirement, already retired, or simply looking to strengthen your financial future, you'll find valuable information designed to help you stay on track toward your goals.

📖 Read the June Newsletter Here:
[https://myemail.constantcontact.com/FIG-Wealth-Partners-June-Monthly-Newsletter.html?soid=1140042625959&aid=j_6mAELSdGs]

At FIG Wealth Partners, we're committed to helping families and business owners build, protect, and preserve wealth for generations.

05/14/2026

Our May Monthly Newsletter is here! 🌟
Stay up to date with the latest insights on wealth planning, business solutions, and strategies designed to help protect your future.

Check it out here: https://conta.cc/4uI1Yqt

04/22/2026

Stop Overpaying Taxes 💼 If you’re a business owner, physician, or 1099 earner — chances are you’re paying more than you should. Not because of mistakes… But because no one showed you the strategy. At Advanced Tax Planners 🤝 FIG Wealth Partners, we help you: ✔ Reduce taxes — legally ✔ Go beyond filing with proactive strategies ✔ Build long-term, tax-efficient wealth ✔ Align your retirement & estate plan This isn’t about loopholes — it’s about playing by the rules the smart way. 💡 If you’re earning strong income, it’s time to see what’s possible. 📲 Start your strategy today: (link in bio) advancedtaxplanners.com 📞980.486.0250 Connect with Steven Crawford to get started

04/22/2026

Stop Overpaying Taxes 💼

Most business owners, physicians, and 1099 earners aren’t overpaying because they did something wrong — they’re overpaying because they were never shown the right strategy.

At Advanced Tax Planners, in partnership with FIG Wealth Partners, we help you:
✔ Reduce your tax liability legally
✔ Implement proactive tax strategies (not just filing)
✔ Build long-term wealth through tax-efficient planning
✔ Integrate retirement tax diversification & estate planning

This isn’t about loopholes — it’s about using the tax code the way it was designed.

If you're earning strong income, you owe it to yourself to explore what’s possible.

📲 Take control of your tax strategy today:
https://advancedtaxplanners.com/

📞 980.486.0250- Connect directly with Steven Crawford to get started.

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Location

Address


15720 Brixham Hill Avenue, Suite 300
Charlotte, NC
28277

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 1pm