Many times our clients are professionals or business owners. They are too busy with their work and cannot find a lot of time to enjoy life. Our clients gain advisors who first listen to understand them, their long-term values, and goals – someone experienced in working with complex issues. Often, our clients are people in transition:
- Selling or buying a business
- Advancing in their careers
- Recent inheritors
- Newly Divorced
- Facing a life-changing event
They may be suddenly responsible for money with little preparation and are anxious to avoid costly mistakes.
The team at Financial Consulting Group, Inc. helps clients simplify and improve their financial lives. The team brings clients over half a century of experience in the financial services industry. We specialize in simplifying complex wealth management situations and creating and executing a custom financial plan and investment strategy. We act from a client-first tradition by limiting our practice. That’s how we are able to watch out for our clients through a recurring cycle of care.
Any opinions are those of Financial Consulting Group and not necessarily those of RJFS or Raymond James.