What is a Trust and Do You Need One?
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What is a Trust and Do You Need One?
A trust is a legal arrangement that allows you to effectively manage your assets and ensure that those assets are
Discover Your Wealth’s Full Potential™
Investing is serious business. You’re serious about protecting and growing your wealth, and we’re serious about providing the guidance that helps you enjoy your success. Pursue your goals with us and find the path to financial independence, security, and freedom.
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UNDERSTAND THE MARKETS
Let’s get rid of the jargon and talk about investing in plain English.
PERSONALIZE YOUR WEALTH MANAGEMENT
We emphasize knowing you personally. Our guidance is for you and no one else.
DISCOVER EFFICIENT SERVICE
Let’s get rid of the jargon and talk about investing in plain English.
RETIRE WITH CONFIDENCE
Experience the fullness life has to offer when you retire with a plan that’s right for you.
Who We Help
FPC Investment Advisory serves a select group of clients with a focus on personal attention. Our expertise allows us to help individuals, families, businesses, and foundations meet a wide range of goals.
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What We Do
Committed to Serving Investors Since 1994
We are veterans in financial planning and tax preparation, with the experience you’re looking for to get you where you want to be. We commit to a personal relationship so we can give you the best solutions for your situation.
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INTEGRATED WEALTH MANAGEMENT
Wealth management is about more than just investing successfully. It’s about reaching your goals and living the life you want to live. At FPC, we understand the big picture.
TAX EXPERTISE
Along with planning and investing, tax expertise is a critical tool in helping clients achieve their goals. As licensed tax practitioners, we weave expert tax consulting directly into our wealth management service–and that gives you an advantage few other advisors can offer.
DYNAMIC FINANCIAL PLANNING
Markets change, financial situations change, family situations change. Yet most financial advisors base their client relationships on rigid financial plans created at the beginning of the relationship.
Featured Resources
Tax Minimization Strategies for Executives With a Comp Plan
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Tax Minimization Strategies for Executives With a Comp Plan
For employees, the prospect of getting a stock option offer as part of their compensation package can be a milestone moment. They look forward to achieving this level in their careers for obvious financial reasons, but it also brings a sense of accomplishment and prestige.
Helpful Videos
Tune in with Bijan Golkar, CFP®, to learn more about how to organize your financial life.
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