FCG Wealth Management

Need help with your
401(K) Allocation
or Financial Planning?

FCG Wealth

Comprehensive wealth management demands specific skill sets and professional experience. With strong backgrounds in financial services, investment management, and fiduciary processes, the team at FCG Wealth Management brings the necessary expertise to each clients' financial situation and ensures them that we can work with them to manage complex financial issues.

We provide help in the financial areas below:

Wealth Management

  • Financial/Retirement Planning and Modeling
  • Risk Management and Asset Protection
    Strategies
  • Tax Planning Strategies
  • Estate Planning and Wealth Transfer
    Strategies
  • Asset Allocation and Rebalancing
  • Philanthropic/Charitable Trust Planning
  • Portfolio Management

Fee-Based
Financial Planning

  • Asset Protection Strategies
  • Charitable Planning Strategies
  • Business Financial Planning
  • Estate Planning and Trust Strategies
  • Investment Management Planning
  • Personal Financial Planning
  • Retirement Planning
  • Tax Planning

Insurance

  • Life
  • Long-Term Care
  • Disability
  • Health
  • Cancer/Critical Illness

Products and Services

  • 529 College Planning
  • Annuities (Fixed, Variable, Equity-Indexed)
  • Stocks
  • Bonds
  • Money Management Accounts
  • Traditional IRA
  • Real Estate Investment Trusts
  • Unit Investment Trusts
  • Business Development Companies
  • 401(k)
  • 403(b)
  • ROTH IRA
  • SIMPLE IRA
  • SEP IRA
  • Mutual Funds
  • Brokerage Accounts

How We Help You Find Your Path

FCG Wealth Management offers a variety of custom services to get you where you need to go. When you connect with us, we listen to your goals and help you find the strategies that fit your needs now and with an eye to the future. We value transparency and keep you updated so you can make critical decisions fully informed.

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