Our Approach

We believe that planning is a process, not an event.  Goals change, events occur and financial conditions fluctuate thus creating the need to continuously and incrementally revise plans with our clients.  Our approach focuses on long-term results, not short-term performance.

Our highly qualified financial advisors will not only get to know who you are, they will also take the time to sit down with you and examine various aspects of retirement planning. By reviewing these different facets of retirement, we will be better equipped to create a long-term plan that is customized to your exact needs and goals. During this time, we will explore the following areas with you before mapping out your comprehensive financial plan:

  • Cash flow: establishing and maintaining budgets that lead to success
  • Risk management: protecting your assets against unforeseen outcomes
  • Investment: aligning portfolios with objectives
  • Taxation: minimizing your tax burden throughout your lifetime
  • Retirement: generating income to maintain lifestyle
  • Estate: preserving and distributing your assets efficiently

Our holistic approach drives us to connect with alliances in the following fields:

  • Accounting and Tax Preparation
  • Estate Planning
  • Eldercare
  • Long Term Care
  • Mortgage and Real Estate
  • Medicare

Solid partnerships with dynamic professionals in these fields, and others, ensures our ability to address your complete financial life.

Once a plan is presented, approved, and implemented, our team will continuously observe, track, and make any changes deemed necessary. Simply put, you will be free to enjoy your retirement with confidence, knowing you are in the professional and capable hands of the FCI team.

For more detailed information on our meeting process, please click below.