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 * 919.856.1968
 * Toll Free: 800-487-1786
 * info@frmnc.com

 * Client Login


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Raleigh – Greensboro – Atlantic Beach


 * Home
 * Leadership
 * Services
 * Media
 * Blog
 * Contact Us

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 * Home
 * Leadership
 * Services
 * Media
 * Blog
 * Contact Us

 * 919.856.1968
 * Toll Free: 800-487-1786
 * info@frmnc.com

 * Client Login


Facebook

Raleigh – Greensboro – Atlantic Beach


 * Home
 * Leadership
 * Services
 * Media
 * Blog
 * Contact Us

Menu
 * Home
 * Leadership
 * Services
 * Media
 * Blog
 * Contact Us

Experience
Integrity
Solutions
Experience
Integrity
Solutions
Experience
Integrity
Solutions



WHO WE ARE

Financial Resource Management is a comprehensive financial planning firm,
offering a complete range of investment services. For more than 30 years, we
have given North Carolina families and individuals financial advice to help
prepare for the future, and to create better lives.




WHAT WE DO

Our commitment is to provide unbiased direction and practical expertise to help
our clients navigate the complicated world of investments, as well as complex
issues such as tax planning, retirement planning and estate planning.


HOW WE HELP

Our focus is providing investment strategies to guide clients through all phases
of life…including the unexpected. Our mission is to help each client create a
better life by making informed decisions about their investments – including
accumulation, reducing taxes, creating income for retirement and legacy
planning.


“In today’s uncertain environment, do you have a sound financial plan in place?
Your future well-being could depend on your decisions today. We are dedicated to
helping you create a better life, by providing you the best solutions
available.”


UPCOMING EVENTS


RADIO


TRIANGLE AND TRIAD AREAS:

 * WTKK, 106.1 FM
 * Saturdays and Sundays, 2:00 - 3:00 p.m.
 * The Greg Hicks Show with Greg, Wanda, and Bo
 * Past Shows: Click Here
 * Upcoming Schedule: Click Here


EASTERN NORTH CAROLINA AND THE CRYSTAL COAST:

 * WTKF, 107.1 FM
 * Saturdays, 7:00 - 8:00 a.m. & Sundays, 3:00 - 4:00 p.m.
 * The Greg Hicks Show with Greg, Wanda, and Bo
 * Station Site: Click Here
 * Upcoming Schedule: Click Here


FROM OUR BLOG


IT’S TIME TO HAVE “THE ESTATE PLAN TALK”

Read More »
July 1, 2022


HOW TO WEATHER A MARKET CORRECTION

Read More »
July 1, 2022


HOW WOMEN CAN OVERCOME OBSTACLES TO RETIREMENT

Read More »
June 1, 2022


WHY INVESTORS SHOULD AVOID OVERCONCENTRATION

Read More »
June 1, 2022

Affiliated with Capital Investment Advisory Services, LLC.
Securities Offered Through Capital Investment Group, Inc. Member FINRA/SIPC

100 E. Six Forks Road, Suite 100, Raleigh NC 27609
(919) 831-2370
http://www.capital-invest.com/

Check the background of your financial professional on FINRA’s BrokerCheck.

Please contact us regarding your specific portfolio or financial situation.
Investment products are not FDIC insured, not bank guaranteed, and may lose
value. Past performance is not an indication of future results. The information
contained herein does not constitute, and shall not be misconstrued as, a
recommendation to purchase or sell securities.

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LATEST ARTICLES


IT’S TIME TO HAVE “THE ESTATE PLAN TALK”


HOW TO WEATHER A MARKET CORRECTION


HOW WOMEN CAN OVERCOME OBSTACLES TO RETIREMENT


WHY INVESTORS SHOULD AVOID OVERCONCENTRATION


UPCOMING EVENTS


© 2022 ALL RIGHTS RESERVED

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