Institutional Services

Financial Consulting Group (FCG) consists of a group of seasoned professionals from the financial, legal, and accounting industry.  The firm has combined these individuals and resources into a specialized consulting and administrative firm that provides both qualified and non-qualified retirement plan solutions. FCG works closely with plan sponsors to create low cost, flexible, and highly competitive solutions. 

The principals were at the forefront of “bank owned life insurance” (BOLI) programs having served as the executive officers of Banking Consulting of America (BCA) one of the initial national BOLI consultants.  Many of FCG’s retirement and professional practice benefit programs are unique and proprietary.  Each business has unique problems and opportunities and FCG provides a customized solution for each of our clients.

FCG has also been a specialist and administrator of Employee Stock Ownership Plans (ESOP). When looking to implement an ESOP for one’s business many owners are persuaded away by high costs and complexity. FCG offers a cost effective and easy to understand approach to implementing an ESOP for one’s business.