Fehrman Investment Group

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Estate Planning, Probate, & Living Trusts, Financial Services, Investment Advisory Service

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Today: 9:00 am - 5:00 pm

Tomorrow: 9:00 am - 5:00 pm

15 Years

in Business

Accredited

Business

Amenities:

Wheelchair accessible

(706) 922-3590Visit WebsiteMap & Directions2908 Professional PkwyAugusta, GA 30907 Write a Review

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Hours

Regular Hours

Mon - Thu:	9:00 am - 5:00 pm
Fri:	9:00 am - 4:00 pm

Places Near Augusta with Estate Planning, Probate, & Living Trusts

Shenandoah (4 miles)
Evans (6 miles)
North Augusta (11 miles)
Grovetown (12 miles)
Gracewood (15 miles)

More Info

BBB Rating: A+
BBB Rating and Accreditation information may be delayed up to a week.
Neighborhood: Montclair
Other Link: http://www.fehrmaninvestmentgroup.com
Categories: Estate Planning, Probate, & Living Trusts, Financial Services, Investment Advisory Service

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Details

Phone: (706) 922-3590

Address: 2908 Professional Pkwy, Augusta, GA 30907

Website: http://www.fehrmaninvestmentgroup.com

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Fehrman Investment Group

Roth IRA
While there are a variety of kinds of IRAs (SEP IRA, Simple IRA, Roth IRA, Traditional IRA), Fehrman Investment Group can help you to create a clear plan to help you achieve your financial goals and assist in the management of your IRA assets.

Investment Management
Mutual Funds
A 401k retirement plan is a special type of account funded through pre-tax payroll deductions. The funds in the account can be invested in a number of different stocks, bonds, mutual funds or other assets. Deciding which 401(k) arrangement is best for your organization – and then maintaining the plan – can be a challenge. That’s where we can help. Our goal is to work with you to determine the approach for your business and then identify the plan that properly meets your company’s unique needs. Since we have no obligation to offer proprietary 401(k) products, we offer truly objective advise.
Wealth Management
* The 2024 Forbes ranking of America’s Top Wealth Management Teams Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2022 to 3/31/2023 and was released on 01/09/2024. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 10,100 team nominations, 4,100 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see

Accounting Services
Payroll Services

Financial Planning
As a local Augusta, Georgia Financial Planning practice, Fehrman Investment Group helps individuals and families create a retirement plan that can be tailored to meet their specific goals.
Retirement Planning
Working with a financial advisor to map a comprehensive, thoughtful retirement strategy and keeping it on track is essential to your future well-being. At Fehrman Investment Group we help you define specific financial goals by reviewing your financial situation in-depth, taking into account your income, assets and liabilities, current portfolio, risk tolerance and investment time horizon.
Annuities
Annuities combine the preservation of assets with tax-advantaged growth opportunities. At Fehrman Investment Group, we offer a wide range of investment alternatives and services, including a variety of variable, fixed, indexed and immediate annuities.
Long Term Care
However, few people consider what would happen to their families, themselves and the assets they have worked so hard to accumulate over the years if they were to require long-term care due to a prolonged illness or disability. While this is often overlooked, one in four 20-year olds will experience some form of disability before the age of 67 according to the Social Security Administration. If this were to occur, Long Term Care insurance may be able to provide some confidence knowing that the cost of your care and recovery could be taken care of if you have a long term care policy.
Asset Management
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
College Funding
With many new college savings plans and alternatives available, it is critical to choose the one that’s appropriate for you. Selecting the wrong plan – or not investing properly within the right one – can prohibit you from maximizing your savings.

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