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