Wealth Management Services
Financial Consulting Group is a full-service financial consulting firm dedicated to helping our clients build wealth and protect their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients.
Our independence enables us to establish working relationships with Cetera Advisors, LLC and insurance providers whose products we leverage to create customized client portfolios. We recommend only those products and services that can be tailored to suit our clients’ unique needs.
It is our desire to give our clients the highest level of service and technical experience and knowledge to help achieve their financial goals. We are committed to providing our clients quality financial services and the best financial products available on the market.
Our wealth management services include:
Making the most of your employer-sponsored retirement plans and IRAs.
Determining how much you need to retire comfortably. Managing assets before and during retirement.
Looking for ways to help reduce your current and future tax burden.
Provide insight to your tax situation and assist in implementing tax strategies to assist you to reduce your tax liablities
Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations.
Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.
Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.
Recommending investment and accumulation strategies to help you pay for your children’s education.
Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals.
Employee and executive benefits
Helping your business attract and retain qualified employees through benefit packages.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Are you ready for retirement? Here are five words you should consider.