Serve Draft - Don't Submit
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High Net-Worth Individuals](http://static.fmgsuite.com/media/customSection/services.jpg?v=1)
High Net-Worth Individuals
Our team has been in place for over 30 years and have built a diverse “client centered” team to give our high net-worth clients the attention and service they need and deserve.
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 Millennials and Young Families](http://static.fmgsuite.com/media/customSection/independence.jpg?v=1)
Millennials and Young Families
Our goal is to advise younger generations and help them to build a solid financial plan.
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Corporate Executives & Employees](http://static.fmgsuite.com/media/customSection/services.jpg?v=1)
Corporate Executives & Employees
We have worked with many clients receiving corporate benefits including Lockheed Martin, Boeing, Progress Energy, Allstate, United Space Alliance and many other corporations.
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Pre-Retirees and Retirees](http://static.fmgsuite.com/media/customSection/independence.jpg?v=1)
Pre-Retirees and Retirees
With our collaborative planning process, we can nurture your wealth so you can have financial freedom, while planning for your family’s future.

Business Owners
We understand the trials and tribulations of being an entrepreneur as we, also, are one in the same.

Successful Women
We have many successful clients that are women. In many cases, they are the sole income-earner of their family.

Widows or Widowers
Unfortunately, the death of a loved one will touch all of our lives. We have guided many clients through this challenging transition.

Special Needs Planning
Your loved one with special needs is truly a blessing. We want to assure the proper planning is in place to assure your intricate family needs have been addressed.