Fiduciary Services

Wealth Management, Financial Planning, & Fiduciary Services

We are comprehensive planners who address anything on your mind. As problem solvers, we aim to enhance

every area of your life with value, not just your finances. We are a team of true fiduciaries with over 50 years of

combined experience who seek to support your life purpose, now and for years to come.

ONGOING GUIDANCE & RETIREMENT TRANSITION DECISIONS

Rollovers & Consolidations - assistance in navigating complex decisions, paperwork, and processes

Monthly Paycheck - assistance in establishing appropriate monthly income from your investment accounts

Social Security - help with decision making, timing, and coordination with your overall retirement plan

Retirement Plan Allocations - review of plan choices and recommendations based on your risk profile and goals

Required Minimum Distributions - calculations, reminders, and advisement to maximize tax savings

Charitable Tax Coordination - options to provide charitable contributions, calculations, and execution

Tax Planning & Analysis - consultation on how to best fund your retirement goals wisely

Medical & Insurance Review - guidance on medical coverage, insurance choices, disability, LTC, and other electives

Medicare - advice & referrals to help you navigate this complex decision-making process

Financial Plan Updates - regular progress check-ins and revisions as needed with life changes

ADDITIONAL SERVICES

Objective & Neutral Sounding Board Decisions - professional guidance with a “second set of eyes”

Debt Elimination Analysis & Recommendations - reduce debt efficiently as you move towards retirement

Trusted Referral Source - referrals to trusted and qualified professionals for tax, insurance, and estate planning need

Notary Services - convenient notarization of documents at no charge

Shredding - drop off documents for secure destruction and disposal

Investment Management (Axos Advisor Services)

Fees are calculated monthly, in advance, and payable the first business

day of the month. The advisory fee is calculated using the fair market

value of the assets in the Account on the last business day of the prior

billing period as calculated by the custodian, Axos.

Fees are payable, first from account free credit balances, if existing, and

second from the liquidation or withdrawal of the client’s shares of any

money market account. To the extent that such assets are insufficient to

satisfy payment of such fees, a portion of the account assets shall be

liquidated to cover the Fees. The client understands that such

liquidation may affect the relative account balance.

Slide title

Write your caption here

Button

Slide title

Write your caption here

Button

“Financial Consultants Group, Inc. is a Registered Investment Adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.”