Services

Individual Services

 

FCG has a diversified, experienced, and trustworthy group of professionals to assist our clients in achieving their investment goals and objectives.

Services

Individual Services

FCG has a diversified, experienced, and trustworthy group of professionals to assist our clients in achieving their investment goals and objectives. We meet with our clients to discuss their short term and long term objectives as well as their tolerance for risk. We will also help them define their cash flow needs and identify any specific situations or preferences that each may have. From this review, we can identify an investment program designed to achieve those objectives.

The program constructed for each client can be as simple as setting up a budget or as complex as an estate plan. Once constructed, we continue to monitor the program and communicate with the client to determine if adjustments are needed due to changing market conditions or personal situations.

Comprehensive Financial Planning

Income/Expenditure Plan
Education Savings Plan
Risk Management
Retirement Planning
Family Wealth Transfer

Wealth Management

Portfolio Management
Personal Risk Analysis

Retirement Planning

Retirement Risk Analysis
Investment Management
Retirement Accumulation Phase
Retirement Distribution Phase
Social Security Planning

Risk Management

Family Protection
Asset Protection
Income Protection
Long Term Care Protection

Contact Us

9040 Garden Arbor Drive, Suite 206
Germantown, TN 38138

901.309.2680

info@fcgtn.com