FCG has a diversified, experienced, and trustworthy group of professionals to assist our clients in achieving their investment goals and objectives.
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
Education Savings Plan
Family Wealth Transfer
Personal Risk Analysis
Retirement Risk Analysis
Retirement Accumulation Phase
Retirement Distribution Phase
Social Security Planning
Long Term Care Protection