The Financial Strategies Group offers people in our community a full range of financial products and services. Each plays a clearly defined role within our firm`s vision, which is to build lifetime partnerships with our clients.

Because many people regard financial planning as complex and confusing, they miss out on many potentially rewarding financial opportunities. They also take unnecessary risk and fail to adequately protect their assets.

For the above reasons, the cornerstone of our firm`s vision is our personal financial seminars, which we have customized to address the unique needs of different customer segments. Through these educational seminars, we connect with knowledge hungry consumers by providing the information they need to make sound financial decisions about their money. Our strategy is to provide the personal financial education that people want, and our ability to provide a wide range of products and services helps distinguish us from other financial services companies.

Here are some of our offerings:

• Comprehensive Financial Planning
• Retirement Planning
• Estate Planning
• Mutual Funds & Annuities
• Section 529 College Plans
• 401(k) Rollovers
• Asset Management
• Asset Allocation
• Life Insurance
• Long Term Nursing Care Insurance
• 401(k) & Profit Sharing Plans
• SEP-IRA, Roth & Education IRAs
• Required Minimum Distribution Planning
• Financial & Retirement Planning Seminars
• Mortgage Analysis
• Free Initial Consultation

In the financial services business since 1965, Fred received his Certified Financial Planner designation in 1988 and is a Registered Investment Advisor Representative with Woodbury Financial Services, Inc. Mr. Still has completed Advanced Studies in Estate Planning and Trusts at the College of Financial Planning in Denver, Colorado. He is a member of the Institute of Certified Financial Planners and a principal in the Raleigh firm of Financial Strategies Group. Mr. Still specializes in retirement planning, estate planning, asset allocation and charitable giving.

Licensed in NC, VA, FL and KY

In the financial services business in the Raleigh area since 1997, Jay received his Masters of Science in Management from North Carolina State University. Jay is an Investment Advisor Representative with Woodbury Financial Services, Inc and is a principal in the Raleigh firm Financial Strategies Group. Jay specializes in financial planning to include retirement planning, asset allocation, education planning, wealth accumulation and preservation, and risk management.

Licensed in NC, VA, GA, FL, WV and MI.

Bill has been in the financial services business in the Raleigh area since 1967. A 1963 graduate of Davidson College, he received his professional designation as a Chartered Life Underwriter(CLU) from the American College in 1981, and is a Registered Investment Advisor Representative with Woodbury Financial Services, Inc. Bill is a member of the American Society of CLUs and is a principal in the Raleigh firm of Financial Strategies Group. Mr. Plunket specializes in retirement planning, wealth accumulation and preservation.

Licensed in NC, SC, VA, MD, OH and FL