Women Investors

Trusted and Worry-Free
Financial Planning

Many women face difficult challenges in their lives, such as time away from careers, caring for family, aging parents, marrying later in life, divorce and outliving their spouse or partner.

Financial planning can seem overwhelming, confusing and stressful, especially when you are used to a partner handling these details with you.

At First Capital Advisors Group, we give you the tools to make sure you feel confident, educated and empowered when it comes to managing your investments.

With our experienced team by your side, you can be fully confident in your decisions. We will also help you overcome any challenges you may face, such as balancing family and work, or being financially “sandwiched” between caring for your parents and your children simultaneously.

And when your life changes, we’ll be here to help you readjust and move forward with a financial strategy designed to meet your current and future needs.

Click here for forms to get started:

Financial Wellness budget form

FCAG Calculate-Your-Net-Worth-Worksheet

 

Resources:

Unique Financial Challenges for Women

Service Offerings

– Investment Analysis
– Employee Benefit Plans
– Business Exit and Retirement Income Planning
– Life Insurance
– Social Security Analysis
– Medicare and Health Care Analysis

– Wills and Trusts
– Tax Reduction Strategies
– Portfolio Evaluation
– Gifting and Charitable Planning
– Public and Private Investments
– Education Funding

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