The FC360 Experience
As a full service advisory firm, FC360 takes a 360° approach to fiscal management by helping our clients with their total financial needs. We offer comprehensive, in-house solutions in Wealth Management, Tax Services, Insurance Services, Health Insurance Benefits, and Legal Services to provide the most seamless and efficient way for you to reach your financial goals faster.
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Our advisors have the fiduciary responsibility to always serve in the best interest of our clients. As fee-only advisors, we will not and cannot sell you any commission based products, thereby eliminating the industry’s highest conflict of interest.
FC360’s team of tax professionals can assist individuals and businesses with their tax planning and filing needs. Additional services offered include: Bookkeeping, Payroll, Business Formation and Tax Representation.
Health Insurance Benefits
Navigating the complex new insurance requirements, rules, and offerings can be overwhelming. Our benefits consultants assist businesses and individuals with selecting the most appropriate plan that meets their desired needs and goals while striving to reduce costs.
Our insurance agents help clients review and recommend policy coverages in auto, home, recreational, umbrella and renters insurance. We also review insurance needs for life, disability and long-term care. For business needs, speak with our agents for assistance with commercial insurance, errors and omissions, buy-sell and asset protection strategies. (Coming Fall 2016)