Donor-advised funds (DAFs) have gained popularity as versatile charitable giving accounts. DAFs allow donors (account holders) to receive immediate tax
We all know that change is a constant: 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. With FPC, you’ll never outgrow your financial plan: We use a flexible, evolving approach that acknowledges and consistently adjusts to change in order to give you the best chance to meet your goals.
Building the Foundation
We take the time to get to know our clients well. We listen carefully in order to thoroughly understand your goals and values, your finances and your your family situation. Then we get to work, carefully evaluating your situation and your objectives in order to recommend the best course of action. We take pride in providing guidance that is:
We will always recommend the best, lowest-cost products and solutions—and never those that you don’t need.
Because reaching your financial goals requires investing expertise—but taxes, budgeting and insurance are key as well. We help you succeed by seeing the whole picture.
At FPC, our financial guidance doesn’t come out of a textbook. It’s based on nearly 30 years of real-world experience and knowledge.
The Dynamic Difference
With FPC, your financial plan will never be on autopilot. When anything changes–the economy, the markets, even your goals, we’ll be on top of it. We firmly believe that continually fine-tuning the course is the best way to steer you away from trouble and toward opportunity.
Our dynamic approach to financial planning is unusual–it requires far more individual attention than most of our counterparts are willing to offer. That’s the way we want it, and that’s why we will continue to maintain client-to-advisor ratios that allow us to fully commit to your success.
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.
Using the Tools
We don’t earn your wealth, but we do help you translate it into the success. How? By drawing on our deep knowledge of the tools that can help you achieve your goals. Our insights and solutions–and those of our handpicked allies–enable you to:
- Maximize the amount of wealth you keep–through tax management, budgeting and vigilant investing.
- Protect your health and wealth through the best insurance solutions.
- Pass along as much of your wealth as possible to those you care about.
Active and Engaged
Markets are forever changing direction–and these days they’re as uncertain as ever. At FPC we’re proud to provide active, vigilant investment management. Our goal: to consistently steer your assets away from trouble and toward opportunity. The level of ongoing attention we provide to our clients’ investments sets us apart from the many firms that use a “set it and forget it” approach.
Committed to Your Success
We are committed to investing the time and individualized attention necessary to provide our clients with the very best wealth management possible. That means serving fewer clients than many of our competitors. But we believe it’s worth it: After all, the true measure of our success is the success of our clients.
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.
What You Keep
As the saying goes, it’s not what you earn, it’s what you keep. With the help of careful tax planning, our clients are able to retain more of their wealth–and that can help them to achieve their goals more quickly and effectively. Our tax expertise has proven advantageous in areas such as:
- Managing Stock Options
- Maximizing Inheritance
- Portfolio Management
The Integration Edge
FPC’s services include preparing tax returns. Why is that a good thing for clients? Because it allows us to understand and evaluate your specific situation in great detail. Our combined expertise in the tax code and investment management, along with an up-close understanding of our clients’ situations, means we can manage your wealth more holistically and effectively than most advisors can.
As we approach the end of the year, it’s the perfect time for some personal reflection. Reviewing your personal goals,