Our Services
Financial Planning
We believe that life is more than a paycheck and our mission is to ease your worries and help you create a sound and stable financial strategy for your retirement.
As Part of The First Capital Wealth process, we'll help you create a retirement income plan that balances:
- Daily Living Expenses
- Budgeting for Luxuries & Quality of Life
- Planning your Social Security Benefits for Maximum Results (Social Security can add $1M to your retirement fund)
- Factoring in Pensions Withdrawal Strategies
- Factoring in both Expected & Unexpected Medical Expenses
- Planning for the Unexpected and the Inevitable
At First Capital Wealth, we focus on helping our clients find investment solutions that have proven track records of success.
We work with our clients to create investment strategies that are designed to manage their risks by taking advantage of known market trends, and leverage effective money managers. Our goal is to build family legacies, reduce income tax liabilities, and create a plan for each client to help ensure a fulfilling and financially worry-free retirement. Our philosophy is to focus on the preservation of wealth during both the accumulation and distribution stages of retirement planning. We provide each client with a clear road map as to how to achieve his or her individual financial goals.
Are you seeking guaranteed retirement income or looking for an additional tax-advantaged way to save for retirement?
We have a broad selection of retirement annuity products designed to help fit your needs. Our highly trained professionals are ready to guide you and help you feel confident you're making the most suitable retirement planning decisions. We can review your current annuity to see if there is a more suitable lower-cost option available that might provide you with more competitive rates.
Did you know up to 85% of your Social Security can be taxed?
The good news is that, as a senior, you now have the great advantage of being able to control just how much taxable income you have each year. Through forward tax planning, we can help you plan your retirement and help you choose the right strategies and vehicles for getting the most out of your social security, pension, and investments. We will help you take advantage of your unique situation to help you make the most out of your retirement. Imagine if the next time you had a stock market loss or business loss you were able to convert that into tax-free retirement savings. Our goal is to help you maximize your retirement while minimizing your taxation using every rule in the book.
At First Capital Wealth you will work with a team of specialists who will help you prepare and execute an estate plan that is right for you and your beneficiaries.
One overlooked aspect of estate planning, other than avoiding taxes, is the fact that Insurance documents and other contracts may supersede the wishes you lay out in your will. Making sure all your beneficiary forms are in order, that you are transferring your assets in the most tax efficient manner, and that you have a continuity plan in place to ensure that your loved ones are taken care of while your estate is making its way through the courts, are all vital pieces of your plan. Give you and your loved ones the peace of mind that comes with knowing that you have a sound financial plan that takes care of them when the time comes.
We believe that life is more than a paycheck and our mission is to ease your worries and help you create a sound and stable financial strategy for your retirement.
As Part of The First Capital Wealth process, we'll help you create a retirement income plan that balances:
- Daily Living Expenses
- Budgeting for Luxuries & Quality of Life
- Planning your Social Security Benefits for Maximum Results (Social Security can add $1M to your retirement fund)
- Factoring in Pensions Withdrawal Strategies
- Factoring in both Expected & Unexpected Medical Expenses
- Planning for the Unexpected and the Inevitable
At First Capital Wealth, we focus on helping our clients find investment solutions that have proven track records of success.
We work with our clients to create investment strategies that are designed to manage their risks by taking advantage of known market trends, and leverage effective money managers. Our goal is to build family legacies, reduce income tax liabilities, and create a plan for each client to help ensure a fulfilling and financially worry-free retirement. Our philosophy is to focus on the preservation of wealth during both the accumulation and distribution stages of retirement planning. We provide each client with a clear road map as to how to achieve his or her individual financial goals.
Are you seeking guaranteed retirement income or looking for an additional tax-advantaged way to save for retirement?
We have a broad selection of retirement annuity products designed to help fit your needs. Our highly trained professionals are ready to guide you and help you feel confident you're making the most suitable retirement planning decisions. We can review your current annuity to see if there is a more suitable lower-cost option available that might provide you with more competitive rates.
Did you know up to 85% of your Social Security can be taxed?
The good news is that, as a senior, you now have the great advantage of being able to control just how much taxable income you have each year. Through forward tax planning, we can help you plan your retirement and help you choose the right strategies and vehicles for getting the most out of your social security, pension, and investments. We will help you take advantage of your unique situation to help you make the most out of your retirement. Imagine if the next time you had a stock market loss or business loss you were able to convert that into tax-free retirement savings. Our goal is to help you maximize your retirement while minimizing your taxation using every rule in the book.
At First Capital Wealth you will work with a team of specialists who will help you prepare and execute an estate plan that is right for you and your beneficiaries.
One overlooked aspect of estate planning, other than avoiding taxes, is the fact that Insurance documents and other contracts may supersede the wishes you lay out in your will. Making sure all your beneficiary forms are in order, that you are transferring your assets in the most tax efficient manner, and that you have a continuity plan in place to ensure that your loved ones are taken care of while your estate is making its way through the courts, are all vital pieces of your plan. Give you and your loved ones the peace of mind that comes with knowing that you have a sound financial plan that takes care of them when the time comes.
Call us to discuss our safe, simple, predictable,
high-yield retirement income strategies.
800-480-6336
QUALITY PRODUCTS FROM EXCEPTIONAL COMPANIES:
