Our Services
Financial Counseling, Inc. (FCI) offers fee-only comprehensive and diversified financial services to a wide range of individual and corporate clients. For more than 40 years, FCI has been providing financial plans that are client-driven and client-focused.
This means that we take the time to assess your financial picture, including your fiscal needs and objectives. We help you build a financial plan that will meet those objectives - both now and in the future.
- Financial Planning
- Investment Planning
- Asset Management
- Asset Allocation
- Retirement Planning
- Education Planning
- Vehicle/Home/Large Purchase Planning
- New Business Planning
- Charitable Giving
- Wealth Transfer and Estate Planning
- Tax Planning
- Business Succession Planning
- Budget Planning
