FIDUCIARY CONSULTING GROUP, INC. – WHO WE ARE
WHY CHOOSE Fiduciary Consulting Group?
Are you looking for an alternative to your present investment strategy? Are you growing less and less satisfied with the reduced services, conflicts of interest, and increasing costs and commissions associated with brokerage firms and trust companies? Are you truly confident that your broker or trust officer has the knowledge and training to help you attain and maintain the financial goals that are so important to you? If you are tempted to answer anything but an affirmative yes to any of these questions then please read the following description of an investment management concept that is fast becoming the preferred method of financial management by the affluent in this country.
Fiduciary Consulting Group, Inc. is an independent, fee-only, investment management, estate and financial planning firm. As a registered investment advisor, our mission is to provide a superior alternative to brokerage firms and trust companies. We differentiate our firm from brokerage firms by providing independent, fee-only investment management and by focusing on long-term financial planning rather than on products, sales and transactions. We do not sell investment products nor do we broker securities, and thus do not receive commissions. We differ from Trust companies in our ability to deliver independent, personalized, hands on planning and service for a substantially reduced fee. At this firm you deal directly with the trained, experienced professional who helps you manage your finances and investments, rather than with an account executive or “new business” representative from a bank.
Fiduciary Consulting Group, Inc., established in 1995, does not retain custody of client assets. Clients take great comfort in knowing that all accounts are titled in the name of the individual client at Charles Schwab Institutional, a financial services company giant. At all times the client has complete access and control of his or her account. Charles Schwab Institutional, a division of Charles Schwab, is the leader in providing services to independent, fee-only investment advisors throughout the country. As a client of Charles Schwab, through your advisor, you have access to all of the products and services available at any other leading brokerage firm or trust company. Additionally, Schwab provides one of the highest levels of account protection in the industry.
Please call 941-412-3451 if you are interested in a private consultation.
As a way of demonstrating the uniqueness of our services, we offer complimentary consultations and educational seminars to qualified individuals. Many of the topics that may be covered in these private meetings include:
What mutual fund companies and brokerage firms do not want you to know about the internal costs and below average returns associated with the majority of no-load mutual funds and variable annuities.
The importance of measuring investment return on an after-tax basis rather than on the return results reported by the individual mutual fund companies and by services like Morningstar.
The many benefits of including index funds as part of your investment portfolio.
How to build an investment portfolio that is suitable for your age, knowledge about investing, tax bracket and risk tolerance.
How asset allocation and sophisticated diversification actually work and how it may add to the return in your portfolio.
Why stock picking and market timing are loser’s games.
Tax planning for IRA distributions.
Estate Planning issues including both probate issues as well as sophisticated tax planning issues.Interested in a private consultation?