FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.
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.
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:
And others who collectively represent the DNA of the community we love!
What are your financial goals/priorities and what strategy will make them a reality?
Register for one of our upcoming events in your area.
How much investment risk can you tolerate to reach your financial goals?
Check back regularly to learn what's going on in the financial world and here at FCG.
Taking steps to help protect your estate is a financial imperative. Luckily, we're here to help. This ebook outlines the critical elements to consider as you explore your estate strategy.