Your comprehensive 360-degree goals-based plan, all in-house.
At FCA Corp, we take a 360-degree approach to your wealth, anticipating your needs and being proactive about helping you achieve your life goals. Together, we develop a comprehensive, individualized, goals-based financial plan. Our in-house team, which includes individuals holding credentials such as CPA, JD, MBA, and CFP®, offers a wide array of solutions customized to meet the individual needs and complex challenges experienced by our diverse and highly successful clients.
Determining Your Comprehensive Financial Plan
Our 360-degree, goals-based customized plans begin with understanding all aspects of your financial life. Our process, The Way Forward™ Planning Process, includes detailed discussions and collaboration where we help you quantify aspirations and build an actionable plan to achieve your financial goals. We’ve helped many clients achieve their life goals using our tested and trusted process.
Initial Conversation
We assist in gathering your financial data to establish and prioritize goals.
Collect Data & Define Goals
We listen to understand your needs, your current financial situation and help you define what’s most important to you.
Analyze & Develop
We conduct an in-depth analysis to develop your customized, tax conscious wealth management and financial plan.
Implement
We present investment, tax and financial planning recommendations and guide you through the implementation.
Monitoring Your Financial Health
We work with you to monitor your financial health, provide regular updates and revise your plan as your needs change.
We believe in looking at your whole wealth picture.
We recognize that each client is unique and that’s why there is no one-size-fits-all planning menu. You can expect solutions tailored to your unique needs, delivered by an integrated team of professionals working in lock step with your goals for your entire life journey.
Your Personalized Plan Could Include:
- Investment Portfolio Analysis
- In-House Tax Preparation and Planning
- Cash Flow Planning and Budgeting
- Retirement Planning
- Risk Management and Insurance Analysis
- Education Savings Planning
- Charitable Planning
- Estate and Legacy Planning
Your biggest advocates. Always.
You can be confident that we are your biggest advocates. As fiduciaries, we will always make recommendations that put your interests first, not our own. We have a strong tradition of stewarding client assets.
• Independent, Private Wealth Management Firm
• Fee-only Registered Investment Advisor
• Your Biggest Advocates
Your engaged, dedicated partner providing ongoing support for your entire life journey.
Many of our clients have entrusted FCA with their entire wealth journey. Why? Service is in our DNA, and the reason we have so many loyal, long standing clients. Client retention is an important part of our track record, we are proud to have helped hundreds of clients cross the finish line and attain their financial goals.
Advice tailored to your needs.
We specialize in helping individuals and families who have achieved significant financial success and value a relationship with a highly credentialed advisory team that will help them create a legacy that often goes beyond providing for their family, such as giving back to their community.
