Business Owners

Positioning Your Business for
the Future

You’re a leader, a visionary, and an innovator who built a business into a success. Your business is a huge part of your life and your net worth, so you know, too, that there’s rarely a clear-cut line between your personal finances and your business’s balance sheet.

Business and family come first, so who is minding your personal finances? At First Capital Advisors Group, we help our clients plan for their future and balance their personal and financial lives. It’s all about setting goals, employing the right strategies and tools to achieve them, and ultimately realizing the value you’ve created.

You’ve worked hard to build your business. Let us help maximize your personal financial success.
We provide customized solutions to help you make informed decisions and integrate with your legal and tax planning team to coordinate a comprehensive financial plan for your business and personal assets.

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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