WHO WE ARE

Five managing Partners with, on average, over 20 years experience each in the Financial Services Industry. Along with our 18 Regional Specialists, we bring complimentary backgrounds, to assist in the planning process for the Advisors we support.

Our professional designations include:
JD, MBA, CFP, CLU, ChFC, RFP

    Our Areas of expertise include:
  • Wealth Preservation and Transfer
    (Comprehensive Estate Planning, Asset Protection, Family Protection, Charitable Planning, Life Insurance Strategies and issues associated with a Long-Term illness)
  • Wealth Accumulation
    (Qualified and Non-Qualified Retirement Planning and Retirement Distribution Strategies)
  • Business Planning
    (Buy-Sell Agreements, Business Continuation and Transition Planning, Key Person Planning, Deferred Compensation and Group Benefits)

Our Strategy

  • Through an Advisor-Centric support model, FSG will provide Objective Consultation in all aspects of:
  • Comprehensive Wealth Management & Asset Protection”
  • Our Strategy is to compliment our Partner firms by supporting their:
  • Compliance,
  • Marketing Initiatives, and
  • Life Insurance Distribution Model