The expertise and the tools to help you reach your financial goals
You’ve worked hard to accumulate your wealth, and your primary concern is preserving and growing that wealth in a way that ensures it will enable you to achieve your goals – whatever they may be: launch a second career, fund family education, start a foundation, develop a business succession plan or enjoy a secure retirement.
Whether you carefully track your financial picture through financial software packages or you do not even know where to start, FIC Capital’s Financial Planning capabilities will give you valuable clarity and insight. Also, you can be confident that all of our recommendations are unbiased, customized to your needs and serve your best interests because:
FIC is a fee based planner, meaning we do not earn a commission for any specific products or services we recommend.
As a financial planner, FIC acts as a fiduciary and is held to the fiduciary standards of the designations, licenses and certifications our professionals hold.