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The Financial Consultant Group Process

Financial Planning

Successful wealth accumulation through investment requires discipline and commitment to a plan. At FCG, we work with our clients to identify their personal needs and goals before structuring a financial program that will serve as the cornerstone upon which all future investment decisions are based. Our preference is to meet face to face and learn as much as possible about your financial situation from short term needs to long term goals and dreams. From there, we will create a plan designed to help meet your needs and lead you step by step toward achieving your goals no matter how conservative or aggressive they may be.

Investment Management & Asset Allocation

FCG believes that helping you select the proper asset allocation is as important as selecting the proper investments. Because we maintain numerous relationships and are not bound to any one firm, we can select from the wide range of financial products the industry has to offer.

Retirement Plans

FCG can provide assistance with a number of retirement plan options through National Financial Services LLC, member, National Financial offers support for prototype plans, which can help streamline your retirement planning.


Insurance is an essential component of any financial plan. FCG will review your current insurance policies to determine whether your personal or business coverages are adequate, excessive or deficient.

Securities transactions

Securities offered through B. Riley Wealth Management, member FINRA / SIPC. Securities in accounts carried by National Financial Services LLC ("NFS"), a Fidelity Investments company, are protected in accordance with the Securities Investor Protection Corporation ("SIPC") up to $500,000 (including up to $100,000 for cash awaiting reinvestment). NFS also has arranged for coverage above these limits. Neither coverage protects against a decline in the market value of securities, nor does either coverage extend to certain securities that are considered ineligible for coverage. For more details on SIPC, or to request a SIPC brochure, visit or call 1 (202) 371-8300. Neither coverage protects against a decline in the market value of securities.