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You are Our Most Valuable Investment

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Building on a Firm Foundation

Over the years that we have served in the financial services industry, our team has been blessed to witness tremendous life change and the fulfillment of dreams in the lives of our clients and friends. They do the hard work of following the plan, but it is truly a joy to be able to help guide their path.

We are grateful to have assembled a wonderful team of advisors and support staff who enjoy serving individuals, families, business owners, and non-profit organizations in Brevard and beyond. Our advisors are passionate about offering our clients financial strategies tailored to their real-life issues and understanding the importance of helping them to make the most appropriate financial decisions. Each member of our team is active in serving our community through our churches, schools, and the non-profit organizations we support.

Our team specializes in both pre-retirement and retirement financial planning and quality of life strategies, with a focus on tax efficiency, for:

  • Teachers and Administrators
  • Engineers and Rocket Scientists
  • Federal Employees and Retirees
  • Fellow Business Owners
  • Widows and Divorcees
  • Baby Boomers and Millennials
  • Multi-Generational Families

And others who collectively represent the DNA of the community we love!

Have a Question?

Have a Question?

Our newest service launched just for you to help navigate these uncertain times - an online Q&A!  We are here and would delight in answering any questions you may have!

Submit your question


Check back regularly to learn what's going on in the financial world and here at FCG.

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