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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 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
  • Medical Professionals and First Responders
  • 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!

This Month's Activities

Team Outing

Team Outing

Periodically as a team we slip away from the office for an opportunity to enjoy fellowship together away from work. This month we enjoyed a long-overdue gathering - complete with a surprise baby shower!

Praise Night

Praise Night

After a year long battle with cancer, our Marketing Strategist - Kim Wheeler, was joined by friends and family for a night of praise and celebration outside.

Basket Brigade

Basket Brigade

FCG team members gathered the Saturday before Thanksgiving to help stock food baskets for local families in need.  

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