Insurance

Financial Independence Group

Financial Independence Group

Financial Independence Group – Financial Independent Group LLC is moving its headquarters to a new location in Cornelius as part of a $2,250,000 investment.

Fig, a financial services conglomerate, is moving to a 5-acre campus at 8715 Westmoreland Road. Its current headquarters are located at West Cotoba Avenue and Jeton Road. The new building will house Fig and its partners, Independent Property and Casualty Group, Alphastar Capital Management and Barnabas Capital.

Financial Independence Group

Financial Independence Group

Financial Independence Group

Mecklenburg County and the City of Cornelius support FPG investments through the Business Investment Program. The project is expected to create 20 new jobs in Cornelius over the next five years. The grant amount could reach $461,237 if conditions are met, including $339,179 from the county and $122,058 from Cornelius. According to Clay Andrews, director of programs for the existing industry, no national guidelines are required.

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“The focus is often on new companies moving into a certain area,” Andrews said. “Historically, most of the new investment by entrepreneurs in the community has been made by existing companies.”

Financial Independence Group

The plan will add a wide range of jobs, including financial consulting, IT and marketing, said Brian Williams, CEO of Fig. The average salary is $55,547 a year and ranges from $49,000 to $112,000, depending on the county offering. The county estimates the FPG investment will create 15 more long-term jobs and generate $177,692 in tax revenue over five years, Andrews said.

Fig was founded in 1976 by Bill and Eric Kane. Works with independent financial advisors and insurance companies on annuities, long-term care and life insurance products. The firm is led by CEOs Williams, Jim Cooper and Mike Mullan. It employs 160 employees.

Financial Independence Group

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Construction is slated to begin later this year or in early 2023. Completion is scheduled for November 2023.

“We have a national presence, and while we work with many financial advisors in the Charlotte area, our services span all 50 states,” Williams said. “When you look at the growth potential in terms of the company, jobs and things like that, I think it’s similar to the need for good financial advice that a lot of our financial advisors give to clients.”

Financial Independence Group

Westmoreland Project LLC, a subsidiary of Fig, purchased the property for $1.425 million from Georgia-based GW Investments Cornelius LLC in late December, according to Mecklenburg County real estate records. The Westmoreland Project also bought an acre at 8623 Westmoreland Road for $430,000 from KRT Properties LLC in Huntersville in January, according to real estate reports.

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Williams said FPG will create one continuous letter number for the new headquarters. He said initial plans call for one large building of about 70,000 or 80,000 square meters to house all four workplaces. According to Williams, FPG is in the planning phase, which will likely last until the fall. Works with EDIFICE on general contracting and RBA on architecture.

Financial Independence Group

Fig considered the location around its new headquarters. It also covers Scottsdale, Arizona, where it has a small office. According to Andrews, the municipality provided $250,000 in benefits and grants.

“Health is located in Cornelius-Mecklenburg County near Charlotte so people can easily get to a major airport so we can go out and meet with our counselors. They used to come to us, too,” Williams said.

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Mecklenburg County Commission members unanimously approved the FPG project at their regular meeting tonight. Commission members Pat Cotham, Mark Jerrell and Elaine Powell noted Cain’s impact on the community, such as a $5 million donation to support the construction of the Cain Center for the Arts in Cornelius. Figg is also the largest employer in Cornelius and hosts approximately 1,000 visitors each year. of the fastest growing wealth consulting firms and financial planning organizations in the United States have entered into a strategic alliance to strengthen Carson Group’s insurance solutions.

The new partnership is the first of its kind in the financial services industry. It shows the future of financial planning – a first approach: insurance and asset management for an inclusive, holistic solution for families. The combination of Carson Group’s industry-leading asset management practices, technology, proven processes and financial advice, combined with Fig’s income and security solutions, creates a unique opportunity for independent financial professionals across the country to do more for their clients.

Financial Independence Group

“Carson and Fig will provide an unmatched insurance planning platform and joint offering to the RIA and hybrid technology independent advisor community,” said Fig Co-CEO Mike Mullan. “As a technology leader and pioneer in premium insurance, Fig is well positioned to complement Carson Group’s already strong offering with a variety of insurance products. Together, Carson The Group and Fig will provide an advisor with unmatched experience as well as cutting-edge solutions that will serve more families across the country.”

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Through the partnership, advisors and clients will be able to leverage Carson Group’s award-winning planning experience and Fig’s leadership in premium insurance, while providing clients with a comprehensive and forward-thinking approach.

Financial Independence Group

“The partnership between Carson and Fig. is the first of its kind and highlights the fact that the investment advisory and insurance industries are interconnected,” said co-CEO Fig. Jim Cooper. “These are two visionary organizations that have come together for a great cause and see the potential in it. When the partnership came about, it was amazing to see two organizations that grew up in worlds that wish they were different, but share the same culture and vision for the future of our industry. This is truly a game changer in the financial services industry.”

“The future of the financial advisory business has never been brighter, and insurance is a core part of the financial planning process. Moreover, as customers are increasingly turning to a retirement plan, fixed income products are playing an important role. This partnership will help our partners and advisors to better serve clients on a comprehensive and systematic basis and meet their needs,” says Jamie Hopkins, Carson’s managing partner for Wealth Solutions. “Clients need protection, retirement income and honest advice. Our partnership allows us to better serve our advisors and clients in a comprehensive and honest manner.”

Financial Independence Group

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This integration of insurance planning and wealth counseling will enable advisors to develop and refine their knowledge for the future of comprehensive wealth planning.

Independent financial professionals interested in learning more about the partnership between Fig and Carson Group can attend the Fig Sales Symposium July 14-16 in Las Vegas.

Financial Independence Group

Fig is a financial services organization and a national leader in the Independent Marketing Organization (IMO) and Field Marketing Industry (FMO). Fig’s fixed income insurance solutions are proprietary and independent, helping independent, licensed financial professionals guide their investment clients toward optimal retirement planning. Fig has been providing solutions for over 45 years, specializing in guaranteed income, asset protection and multi-brand planning. More than 3,000 professionals across the U.S. have access to more than 70 state-of-the-art facilities to develop fixed annuity, fixed annuity, life insurance, care planning and disability benefits solutions that best serve their clients.

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Carson Group serves financial advisors and investors through its businesses, including Carson Wealth, Carson Coaching and Carson Partners. The group of companies provides training and partnership services to consulting firms and provides financial advice to investors. All three organizations are headquartered in Omaha, Nebraska, and share the same mission: to be the most trusted source of financial advice. For more information, visit www.carsongroup.com.

Financial Independence Group

Investment advisory services offered through CWM, LLC, an SEC Registered Investment Professional. Carson Partners, a division of CWM, LLC, is a nationwide consulting partnership. Carson Partners, a division of CWM, LLC, is a nationwide consulting partnership. Carson Coaching and CWM, LLC are separate but wholly owned subsidiaries and affiliates of Carson Group Holdings, LLC. Carson Coaching does not provide consulting services.

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