Working Together to Solve Your Financial Goals
At First Capital Wealth we work with our clients to help them take control of their financial future through education and the creation of a comprehensive financial strategy that is designed to help them with the 5 critical areas of retirement planning, including:
- Retirement Income Planning
- Social Security Planning
- Medicare & Long Term Care Planning
- Estate Planning & Legacy Planning
As financial advisors, we see it as our responsibility to help our clients make the strongest financial decisions for themselves and their loved ones. At First Capital Wealth we work hard to bring our clients the financial solutions that are designed to help them achieve security and peace of mind in retirement.
The First Capital Wealth 3-Step Process
Step 1: Getting To Know Each Other
In our first meeting, we'll get to know each other. We will talk about what your financial objectives are, and what it is that you'd like to accomplish with your financial plan. We will also share a little bit about our financial planning strategies and what we can do to help you achieve your goals.
Step 2: Building Your Financial Plan
In our next meeting, we will begin building your plan. We will cover Social Security, Pensions, 401k's, and Medicare, as well as your lifestyle and other aspects of your life that can affect your retirement income. We will also discuss how to protect your financial future from unexpected expenses and life events.
By the end of our meeting you'll have a solid understanding of your current financial standing, and what needs to be done in order for you to achieve your financial goals, while still retaining the security and peace of mind that will allow you to get a good night's sleep at the end of the day.
Step 3: Ongoing & Proactive Management
As life changes, so should your plans. We will meet on a regular basis and re-evaluate your financial plan, make adjustments as necessary, and always ensure that you are on target to achieve your objectives.