Our Firm

Financial Consultants of America will provide a qualified financial advisor, that has expertise in retirement planning and asset management, to be available as your "personal" financial advisor.   We believe there are 3 critical phases in retirement planning:

Phase 1: Preparation

We evaluate where you are today versus where you need to be at retirement.  We address such topics as your company's benefit package, your current savings, tax scenario, college expenses, etc.  We then advise you on the steps we believe you should be taking now to prepare for retirement.

Phase 2:  Transition

As mistakes can be costly, our clients truly appreciate having a professional assist them through the completion of their retirement paperwork.  Our advisors have invested the necessary time to become experts on your company's pension and savings plan.  By listening to you, we can then design individualized investment portfolios based upon your risk tolerance, investment needs, and time horizon.

Phase 3:  Management of Retirement Assets

Managing their retirement nest egg and making sure they never run out of money is the most important concern for the majority of our clients.   By using proper asset allocation, we can help you design a portfolio specific to your retirement goals.  In the interest of strong relationships built on commitment, we meet with you regularly to evaluate and ensure your portfolio is updated as economic circumstances change.

If you have already retired and have not had your portfolio reviewed recently, we suggest you contact one of our specialists at kevin.nentwich@natplan.com or call our office at  866-947-3578.