LS
Lori Spivey
President And Owner, Cpa And Cfpâ at Financial Directions
View Lori's Contact Info for Free. Sign Up and Get 50 Free Contacts Per Month.Get Started for Free
Work Experience
President And Owner, Cpa And Cfpâ
Jan 1997 - Present · 27 years and 11 months
cato research
Chief Financial Officer
Sep 1993 - Dec 1996 · 3 years and 3 months
Audit Partner
Sep 1986 - Aug 1993 · 6 years and 11 months
Company Details
2-10 Employees
Since 1989, we have provided businesses and individuals with a broad range of financial services including employer retirement benefits programs, executive benefits, investments and financial planning. No matter what stage you may be in, we have one goal: to help you make smart choices with your money. RETIREMENT PLANS – Our goal is always to find the investment and administrative platform that meets your needs. To meet your fiduciary responsibilities, we can serve as 3(21) fiduciary and we commit to providing employee education. Based upon your objectives, we help you select the appropriate design from 401(k) or 403(b) to more sophisticated designs such as new comparability profit sharing or defined benefit plans. WEALTH ADVISORY – It all starts with the financial future you envision for your family. We listen, help you define your goals and get organized, and then devise and implement a plan that includes retirement planning, education planning, disability and long term care planning, life insurance needs and estate planning – all offered with support of our team of trusted advisors. INVESTMENT MANAGEMENT – We design and implement investment portfolios tailored to your risk profile and objectives. We offer a full range of investment products including mutual funds, annuities, private money managers, stocks and bonds, structured products and alternative investments. http://www.financialdirections.com/ www.finra.org www.sipc.org Securities offered through Cetera Advisors LLC, a registered broker-dealer, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. All Third party posts are the responsibility of their respective authors. These opinions and information are subject to change at anytime without notice or obligation of notification. The information is intended for informational purposes only and is not intended to provide tax, legal, or investment advice.
Year Founded
1989
Social Media
LinkedinFacebook
Industry
Financial Services, Independent financial advisers, Financial and insurance services, Business Services, Agencies, Brokerages, and Other Insurance Related Activities, Finance and Insurance, Administrative & Specialty Services, Employment Services, Human Resource Services, Marketing & Sales
HQ Location
5001 Weston Parkway, Suite 200 Cary, NC 27513, US
Keywords
Retirement PlansBenefit surveysFinancial WellnessFiduciary educatioAttracting & Retaining Key EmployeesExecutive/Supplemental BenefitsExecutive & Owner Planning StrategiesWealth Advisory ProgramsFinancial PlanningManaged Money
Discover More About Cleveland Clinic

Find verified contacts of Lori Spivey in seconds from 700M people profiles. Start now!

No Credit Card Needed. By signing up, you understand and agree to Futern's Terms and Policy.