Retirees & Pre-Retirees
Executives
Business Owners
Financially Independent Women

Dedicated support and personalized guidance for financially independent women

Whether you’ve built your wealth through a successful career, received an inheritance, or are navigating the complexities of divorce, financial independence comes with unique challenges and emotions. Managing your wealth and making financial decisions can feel overwhelming and complex. We understand that women today are empowered, driven, and powerful advocates of their own financial future.

At FCA Corp, our professional advice is here to empower you further. We’ll guide you through the intricacies of financial management, provide tailored solutions, and help you make informed decisions that align with your goals. Let your financial independence be a source of strength, not stress. Let our dedicated team of professionals join you for your entire life journey and help provide you with financial security.

Some questions we help our clients answer:

  • What is the maximum amount of financial support I can provide to my loved ones?
  • How do I minimze the probability of running out of money?
  • Who can I rely on for advice?
  • Do I stay in the house I am in or do I move?
  • Am I taking the right amount of risk in my investments to meet my goals?
  • I prefer to work with someone who has clients similar to my situation, is that possible?
  • Do I have to change/update my will and other estate planning documents?
  • How much annual retirement income do I need?
  • Where will my retirement income come from?
  • How does my current investment strategy take into account my retirement?
  • I desire to remain self-sufficient, but who will look out for me if I become weak and unable to care for myself?
  • What are my plans for my retirement healthcare needs?
  • What’s the best strategy for social security?

How We Serve Financially Independent Women

Comprehensive Personal Financial Planning

We will develop a comprehensive 360-degree goals-based plan for your life.

Tax Planning & Preparation

We offer a range of tax services including consulting, tax compliance, and the preparation of state and federal tax returns.

Insurance Planning

We will review your existing insurance coverage and recommend personal insurance solutions including life, disability, and long-term care insurance. We are not insurance agents.

Investment Management

Our investment team has access to a wide range of investments - allowing us to meet your individual risk-reward requirements efficiently.

Career Guidance

As your career progresses, we help you navigate through the complexities and are committed to supporting you as you advance in your career.

Charitable Planning

Our team is well equipped to help you develop a carefully constructed charitable giving strategy that’s tax-efficient and enhances the benefits to you, your family and the causes you care about.

Navigating Life Changes

We can help you navigate through life transitions including divorce or the death of a partner.

Retirement Planning

We will help you define a clear roadmap to support your income and desired lifestyle in retirement.

Estate Planning

When creating estate plans, we will review and comment on wills, trusts, power of attorneys and health care directives to increase the likelihood of successful implementation.

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