These services include offering professional advice in the following areas: investments, retirement, and insurance planning. Fees are determined either hourly or as a one time flat fee.
An important part of our service is the ability to help evaluate & place your insurance & annuity policy needs with a broad spectrum of insurance companies. If you choose FCG Wealth Management to execute your insurance or annuity needs, we will be compensated by the carrier issuing your policy. This includes life insurance and fixed annuities. Variable Annuities are compensated through Liberty Partners Financial Services, LLC.
We believe we offer a unique & valuable service that enables our clients to enjoy confidence that comes from knowing their investments are handled prudently, & their financial lives organized and simplified.