Individual Investors

Nurture Your Mind and Body,
Protect Wealth and Financial Status

Being retired and financially independent is a glorious feeling, but there are constant questions about financial freedom. How will inflation affect your purchasing power? Just how freely can you afford to live? What effects will politics have on your retirement income and investment portfolio?

First Capital Advisors Group is here to help you enjoy life on your terms. We work to preserve your wealth, so you can remain comfortably committed to your retirement dreams.

From risk management to wealth management to new endeavors, First Capital Advisors Group is your personal financial planner keeping you headed in the right direction – whether that means continuing to grow your investments, gifting to grandchildren, or jet-setting across the globe.

Our financial plans are structured based on your retirement goals.

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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