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 planning options. FCG works closely with plan sponsors to create low cost, flexible, and highly competitive solutions.

Many of FCG’s retirement and professional benefit programs are individualized. Every business has unique issues and opportunities; FCG provides a customized solution for each of our clients. We have experience in all aspects of retirement plans from design, implementation, monitoring, administrating, and in some cases termination.

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

FCG 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. BOLI continues to be a tax efficient method to offset employee benefit costs.