With all the demands on your time and attention, the management of your personal finances might have taken a backseat to other responsibilities. We'll help you pursue financial independence for your family long-term.
At First Community Financial Consultants, we’ll work with you to map a financial future based on your lifestyle. We’ll ask the right questions, then develop a customized plan that seeks to get you exactly where you want to go. We prefer to engage clients with an advisory relationship, where we focus on managing your wealth long-term. We also offer commission-based services if that is more suitable for you.
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How much money will it take? Do you have enough? With a thoughtful process that helps you define your vision of retirement, we'll build a solid foundation for the shape your retirement dreams take.
Assuming the responsibility of caregiver is not easy. Making future decisions for your elderly parents can be emotional and exhausting. We're here to help you navigate the tricky waters.
Making decisions about how to manage an inheritance can be overwhelming and emotional. We'll guide you through the process, including important conversations about potential tax liability and trust procedures.
You are under no obligation to use the services of any of the entities referred, and may choose any qualified professional to provide legal services. These entities and their services are not affiliated with LPL Financial and First Community Financial Consultants.
LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
Disclaimer: The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment (s) may be appropriate for you, consult your financial advisor prior to investing.
Securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/ SIPC). Insurance products are offered through LPL or its licensed affiliates. First Community Financial Consultants is another business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance LLC, a registered investment advisor. Independent Advisor Alliance is a separate entity from LPL Financial. First Community Bank and First Community Financial Consultants are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using First Community Financial Consultants and may also be employees of First Community Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, First Community Bank or First Community Financial Consultants. Securities and insurance offered through LPL or its affiliates are:
First Community Bank and First Community Financial Consultants are not registered broker/dealers and are not affiliated with LPL financial. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.