Retirement And Financial Planning
Retirement Planning for the Real World
With all the demands on your time and attention, the management of your personal finances might have taken a backseat to other responsibilities. We'll help you create stability and security for your family long-term.
At First Community Financial Consultants, we’ll work with you to map a financial future based on your lifestyle. We’ll ask the right questions, then develop a customized plan designed to get you exactly where you want to go. Because our model is fee-based, we focus on managing your wealth long term rather than selling you products today. It’s a difference that makes a real impact.
Let's talk. 800.829.6372
Meet our financial planners.
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Transitioning to Retirement?
How much money will it take? Do you have enough? With a thoughtful process that helps you define your vision of retirement, we'll build a solid foundation for the shape your retirement dreams take.
Planning for Aging Parents?
Assuming the responsibility of caregiver is not easy. Making future decisions for your elderly parents can be emotional and exhausting. We're here to help you navigate the tricky waters.
Managing an Inheritance?
Making decisions about how to manage an inheritance can be overwhelming and emotional. We'll guide you through the process, including important conversations about potential tax liability and trust procedures.
We're here to answer your questions and guide you through any of the following areas:
Planning Your Estate
- Helping you find an attorney, or working with your current attorney to assist with your specific needs
- Wills and trusts
- Gifting strategies
- Charitable remainder trusts
- Analyzing your current estate and projecting potential tax liability, if any
Retirement Accounts
- Rollover, Traditional, ROTH and Inherited IRAs
- 401(k) / 403 (b) accounts
- TERI plans
- SEPs
- SIMPLE plans
- Deferred compensation plans
- ESOPs
- Profit sharing plans
Investments
- Stocks
- Mutual funds
- Corporate, government and municipal bonds
- UITs and ETFs
Annuities
- Deferred and immediate
- Fixed
- Variable
- Indexed
Insurance
- Life insurance
- Term life
- Universal life
- Survivorship
- Disability income
- Whole life
- Variable life
- Variable universal life
- Long-term care
Disclaimer: The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
To determine which investment (s) may be appropriate for you, consult your financial advisor prior to investing.
Securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Investment advice offered through Independent Advisor Alliance (IAA), a registered investment advisor and separate entity from LPL Financial.
First Community Bank and First Community Financial Consultants are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using First Community Financial Consultants, and may also be employees of First Community Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, First Community Bank or First Community Financial Consultants. Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value
