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Phone: 616-323-0021
Fax: 616-323-0047
E-Mail: dennis@fcmfinancial.com
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Our Services

Comprehensive Financial Planning Services

Retirement Planning

  • Pre-retirement Analysis
  • Post-retirement Analysis
  • Retirement Income Analysis
  • Pension Maximization Strategies
  • Annuitization Strategies
  • Estate Planning Analysis

Divorce Financial Planning

  • Pre-Divorce Financial Planning
  • Post Judgment Analysis
  • Cash Flow Analysis
  • Long-term Net-Worth Projections
  • Collaborative Financial Neutral
  • Financial Expert for Litigation
  • Implementation of Judgment of Divorce

Investment Management

  • Portfolio Analysis
  • Asset Allocation Analysis
  • Investment Strategies for Growth
  • Investment Strategies for Income

Estate Planning

  • Estate Planning Analysis
  • Trust Fund Management
  • Estate-Tax Funding Strategies
  • Unique Gifting Strategies

Risk Management

  • Life Insurance – Term, Universal and Variable Life
  • Disability Income Insurance
  • Long – Term Care Insurance

Tax Management

  • Tax Efficient Investment Management
  • Tax Reducing Strategies
  • Gain/Loss Harvesting Strategies