FCI was established in 1972 to provide the highest quality financial security management for corporate management teams, affluent individuals and their families. We offer selected individuals to protect and preserve their net worth and business value. We also assist select clientele in their charitable planning.
FCI has developed a reputation for the capable management of long-term financial security strategies for our clients and their advisors (i.e. estate planning attorneys, accountants, tax attorneys, and trust officers).
Client objectives drive the design of plans that minimize estate taxes and transfer wealth to future generations and designated charities.
Above all we solve the problems of wealth transfer with the utmost respect for our clients time, experience and privacy.
