Financial Directions

At Financial Directions Group, we believe in taking a goal-oriented approach to retirement planning and wealth management. We focus on your vision for the future, and build a tailored financial plan around your needs and goals. Whether you’re building your personal retirement plan from scratch or looking to establish employer retirement plans for your whole organization, our team can help.

We offer tailored solutions for complex problems, and always deliver what we promise. Contact us today to learn how we can help you plan for a more secure financial future..

Contact: Lori Spivey, CPA, MBA, CFP®

Phone: 919-678-0007

Email: lspivey@financialdirections.com

Website: https://www.financialdirections.com/