OUR PROCESS
Working Together to Solve Your Financial Goals
At First Capital Wealth, we believe one can only have true financial peace of mind when one knows that they have a comprehensive financial strategy designed to provide for them during the good times, and be defensive during the bad. We also understand that people need an ongoing advocate to guide and protect them through life’s unexpected and inevitable turns.
We work to help our clients avoid taking on unnecessary financial risks. Instead, we help our clients understand what their wealth represents to them: freedom, choices, stability, a comfortable lifestyle and, ultimately, how they can make the choices that are best for themselves and their loved ones.
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 critical areas of retirement planning, including:
Retirement Income Planning
Social Security Maximization Planning
Investment & Risk Management Strategies
Estate Planning & Legacy Planning
As fiduciaries, 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 financial solutions that are designed to protect, preserve, and grow our client's assets throughout their retirement.
Our Three Step Process
Introductions
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.
Building Your 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 factors that can affect your retirement income. We will also discuss how to protect your financial future from unexpected expenses and life events.
Proactive Management
As life changes, so should your plans. We will meet with you on a regular basis to re-evaluate your financial plan and make adjustments as necessary. We will work hard to ensure that you are always on target to achieve all your financial goals and objectives.