Support beyond insurance, when a client needs it.
A college funding conversation often uncovers bigger questions about retirement, taxes and investments, and every answer affects financial aid. FSG professionals can bring in wealth, tax and investment support through an independent registered investment advisor relationship, coordinated with the family's college plan.
Four areas of support.
Each is offered by the firm licensed to provide it, and coordinated with the work you are already doing for the family.
Retirement income planning
Turning a family's savings into income they can count on, coordinated with the annuity and insurance solutions FSG already supports.
Tax planning
Tax advisory support for clients whose college, retirement and business decisions all have tax consequences.
Investment advisory services
Wealth management for clients who need investment advice, offered through an independent SEC‑registered investment advisor.
Family office consulting
Coordinated planning for families whose finances span businesses, properties and generations.
Find out what it's like to work with FSG.
Tell us a little about your practice. Someone from FSG will reach out to talk it through, with no obligation either way.