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
From the Blog
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.
2021 Third Quarter – 12 Month Recap
As we entered the 3rd quarter of 2021, the pandemic was widely expected to be behind us. Unfortunately, there was
How to “Tidy Up” Cash Flow When You Don’t Need to Budget
When people think of “budgeting” they don’t typically think of something enjoyable or worthwhile. Many high earners don’t budget at
Open Enrollment Primer
Many employers have an open enrollment season that runs through the fall of each year. Some start as early as
When is the Best Time to Claim Social Security?
Social Security is a supplemental income program funded through a dedicated payroll tax. It’s intended to support citizens through disability,
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
Featured Video
Can Money Buy Happiness?
FPC In The News
Date: May 24, 2018
Date: May 24, 2018
Useful Links
News & Services
Our Clients
Shared Goals
Our expertise allows us to help individuals, families, businesses and foundations meet a wide range of goals.
Learn More
Why Choose FPC
Learn more about why we do what we do.
We’re passionate about providing exceptional service that puts your interests first.
Learn More
Our Fees
Fair, straightforward, transparent.
We believe that an easy-to-understand pricing model is in everyone’s best interest.
Learn More