Services

FG&G Financial Services, LLC provides a broad range of services that we tune and customize for each of our client’s individual needs. We offer an array of focused disciplines that together serve as a comprehensive foundation for pursuing financial success.

 

Financial Planning

We offer comprehensive and segmented financial planning services for small businesses and individuals.

 

Wealth & Asset Management

FG&G Financial Services, LLC investment strategies are custom formulated to meet the needs of each and every client and take into account their goals, aspirations and risk tolerance.

 

401K Programs

401(K) plans are often viewed as the most important benefits your employees receive. In an ever-changing financial world, our approach includes the fact that we are fee only, independent registered investment advisors,

who serve as both Erisa 3(21) and 3(38) advisors, taking the liability for investment selection and performance monitoring off of the plan sponsor.

• Expert one-on-one advice to plan participants.
• A comprehensive fund menu that is created by independent advisors using our proprietary fund screening process.
• The flexibility for participants who desire to manage their own portfolio to open a self-directed brokerage account and select from among thousands of mutual funds, stocks and bonds.
• No hidden fees or fee-sharing arrangements between providers, giving you full transparency for all the plan costs.

 

College/Education Planning

With costs rising each year, sound education planning is a critical component of your financial management and planning goals.

 

Retirement Planning

Financial independence and control is your ultimate goal, and to that end, we develop a strategy with you today for a fulfilling retirement tomorrow.

 

Pension Analysis

Forecasting the future takes expertise, so we call upon our experience to analyze pensions, 401K’s and stock options to better forecast your financial future.

 

Business Planning

For small and family businesses, FG&G Financial Services, LLC helps in expansion planning, acquisition, financing and financial management.

 

Estate Planning

FG&G Financial Services, LLC is adept at helping eliminate the uncertainties of a family’s estate and providing guidance on asset protection. We review wills, trusts, beneficiary designations and property ownership matters to minimize tax liabilities and maximize value.