Over many years, we have served as the primary advisor to some of Indiana’s brightest and most driven individuals and families.  We are both selective in the people we hire and the people we take on as clients.  The result is a talented staff serving the diverse needs of an extraordinary clientele in Indiana, the Midwest and around the country.

We can offer intelligent solutions to the needs of the following individuals and groups:

    Business Owners Professionals 
    Company Retirement Plans  Corporate Employees
    Executives of both public and private companies          Trusts & Foundations
    Retirees & those nearing retirement Entrepreneurs

 

 

 

 

As the list above is by no means all-inclusive, please feel free to inquire about a service if you do not fall within one of these classifications. 

Our clients typically seek unbiased advice with tailored recommendations designed for improved after-tax results especially with regard to investments, assistance with regard to the transfer of wealth to the next generation, preservation of their wealth, and reduction of time spent overseeing their affairs and dealing with a multitude of advisors.  We offer our all-encompassing personalized Wealth Advisory Services in essentially the same manner as that being offered by family offices for super wealthy families, where all of that family’s advisors are under one roof and operate as a team in addressing only that client’s needs in a concerted manner.  How we differ from a family office that deals only with one very wealthy client is that we serve those clients whose level of wealth cannot justify a team of advisors working exclusively for them.  In other words, we provide the same types of services to multiple clients. 

Our firm offers a wide range of services to our individual and business clients. Our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description. Depending on the complexity of your situation, some of these services listed may include services offered by our strategic partners. 

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. (See What We Offer


 

Business Consulting Services
Individual and Family Services
Investment Management* Services
Estate and Tax Planning Services
Retirement Services
 


Communication We recognize that your financial life does not remain static – goals change, families change, careers change. Your team of FPC advisors will want to keep abreast of major changes in your life. As partners in your future, our service includes frequent contact with you. Typically, we like to meet with our clients at least annually, helping to ensure that everyone has a clear understanding of current issues, goals, and potential opportunities. As needed, we will also establish and maintain regular contact with the other professionals in your life, such as your accountants and attorneys.  

Business Consulting Services

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following are just a few of the areas in which we provide consulting services:  

  • Financial and Retirement Planning
  • Retirement Plan Services
  • Employee Education Programs
  • Estate, Trust and Gift Planning
  • Management* and Advisory Services
  • Business and Not-for-Profit Organization Consulting
  • Fiduciary Responsibilities
  • Business Succession Planning
  • Debt and Financing Services
  • Business Acquisitions and Divestitures 
  • Asset Protection/Insurance Analysis
  • Cash Flow and Budgeting Analysis
  • Business Entity and Structure Analysis
  • Business Valuations
  • Executive and/or Key Person Compensation Benefit Arrangement Reviews
  • Banking Arrangements
  • Board of Directors or Advisory Board Membership
  • Legal Documentation and Requirements
  • Employee Benefits Analysis  

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Individual and Family Services

Affluent and Wealthy individuals and their families face highly complex wealth advisory needs.  Through FPC’s experience and vast network of financial and legal professionals, we provide value-added guidance and solutions to these various complex financial issues. FPC's services for Individuals and Families include, but are not limited to:

  • Comprehensive Financial Planning
  • Investment Management*
  • Diversification Strategies for High-Equity Concentrations
  • Stock Option Exercise Planning
  • Retirement Accumulation and Distribution Planning
  • Family Estate Planning and Trust Service
  • Philanthropic Planning
  • Educational Services
  • Asset Protection/Insurance Planning
  • Education Planning
  • Cash Flow and Budgeting Analysis
  • Debt and Financing Services
  • Matrimonial/Divorce/Pre-nuptial Agreements/Support  

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Investment Management Services*

Our Investment Management* clients include wealthy individuals, family groups, corporations and small businesses.  We believe strong client relationships are born out of exceptional efforts by all our team members and must be based on an accurate understanding of each client's needs and objectives. Our Investment Professionals and client service team members strive to make the practice of outstanding service a core value of our business.  Investment Management* services include, but are not limited to: 

  • Individual Equity Management
  • Hedge Funds and Venture Capital
  • Diversification Strategies for High-Equity Concentrations
  • Stock Option Exercise Planning
  • Investment Research
  • Performance Evaluation
  • Selection of Portfolio Managers
  • Retirement Plan Reviews
  • Educational Services  

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Estate and Tax Planning Services

Through FPC’s experience and vast network of financial and legal professionals, we provide value-added guidance and solutions to complicated financial issues surrounding Estate & Tax Planning.  We provide a Third Party Trustee that suits your particular situation, and FPC will continue to serve as your primary advisor helping to insure that fiduciary matters are conducted in a manner sensitive to unique family needs and are consistent with your long-term goals and objectives.  If you have an existing trustee relationship, FPC can also coordinate the management of your estate with the trustee of your choice.  FPC's Estate and Tax Planning Services include, but are not limited to: 

  • Family Estate Planning and Trust Services
  • Gifting Strategies
  • Philanthropic Planning
  • Evaluation of Social Security Benefit Options and Medicare Insurance
  • Evaluation and Selection Assistance with Long-Term Care and Medigap Insurance
  • Evaluation and Selection Assistance with Nursing Homes, Assisted Living Facilities, and At-Home Health Care Living Arrangements
  • CareGiver Consulting Services
  • Life Insurance Audits
  • Structured Settlement Service
  • Long-Term Care Planning
  • Educational Services  

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Retirement Services

Small Business Owners, Corporations and wealthy individuals and their families face highly complex advisory needs for Retirement Planning.  Through FPC’s experience and vast network of financial and legal professionals, we provide value-added guidance and solutions to these complicated Retirement Planning issues.  FPC's Retirement Services include, but are not limited to: 

  • Investment Management*
  • Fiduciary Reviews for Endowments, foundations, private family trusts and high net worth individuals
  • Fiduciary Reviews for ERISA retirement plans and public employee retirement plans
  • Comprehensive Financial Planning
  • Retirement Accumulation and Distribution Planning Services
  • Diversification Strategies for High-Equity Concentrations
  • Family Estate Planning and Trust Services
  • Gifting Strategies
  • Philanthropic Planning
  • Evaluation of Social Security Benefit Options and Medicare Insurance
  • Evaluation and Selection Assistance with Long-Term Care and Medigap Insurance
  • Evaluation and Selection Assistance with Nursing Homes, Assisted Living Facilities, and At-Home Health Care Living Arrangements
  • CareGiver Consulting Services
  • Custom Corporate/Human Resource Services
  • Educational Services

 

 

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