Financial Consultants of America, Inc. (FCA), a Richmond, Virginia-based company providing retirement and financial planning services, is now Gallagher.

FCA has three decades of experience helping people with their financial journey, whether retirement planning is just beginning or retirement is near. FCA's approach — establishing lifelong relationships with clients to better assist with financial planning — aligns with Gallagher's commitment to helping individuals and communities face the future confidently through financial planning services that position workers for retirement success.

We believe your confidence deserves a personal touch. Together, we’ll embark on a financial journey to address your interests and goals and determine the optimal steps needed to accomplish them.
Kevin Nentwich, CFP®, Strategy and development leader, Financial Planning

Investing in you and your financial future

We believe your confidence deserves a personal touch. Together, we'll embark on a financial journey to address your interests and goals and determine the optimal steps needed to accomplish your financial objectives.

Your advisor will meet with you regularly to make sure you're on track and adjust when needed. Our services include:

Retirement planning

We work to understand what's important to you and guide you through preparation, transition and asset-management details.

Estate planning

Our team of professionals works with knowledgeable estate planning attorneys to help advise you on how to efficiently manage estate and income taxes, probate fees and associated legal expenses.

Tax planning

Our advisors look for ways to keep more of your money in your pocket. Given the complexity of the tax code, our advisors can help build tax-efficient solutions and help consult with certified public accountants (CPAs) to aid in proper planning.

Business planning

Our goal is to help your business prosper. We help to establish or manage existing company retirement plans such as 401(k) accounts, SEPs, IRAs, Simple IRAs, etc. Tax management also is a critical part of the owner's planning process.

Investment planning

Our advisors will help guide you through the complex and ever-changing world of investment solutions. We'll design custom portfolios tailored to your individual needs and goals. We'll also meet with you regularly to make any adjustments to your plan based on your specific life circumstances.

401(k) management

We'll help you explore the opportunities available to you until you retire. Our team reviews and evaluates any items of concern — from analyzing stock options to rolling over your IRA — to help make sure you understand your benefits.

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Meet Gallagher's financial planners

Our financial planners will guide you through the complexities of financial planning.

MEET THE TEAM

Additional resource

Weighted Average Interest Rate Table

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Disclaimer

This material was created to provide information on the subjects covered, but should not be regarded as a complete analysis of these subjects. The information provided cannot take into account all the various factors that may affect your particular situation. The services of an appropriate professional should be sought regarding before acting upon any information or recommendation contained herein to discuss the suitability of the information/recommendation for your specific situation.

Gallagher Fiduciary Advisors, LLC ("GFA") is an SEC Registered Investment Advisor that provides retirement, investment advisory, discretionary/named and independent fiduciary services. GFA is a limited liability company with Gallagher Benefit Services, Inc. as its single member. GFA may pay referral fees or other remuneration to employees of AJG or its affiliates or to independent contractors; such payments do not change our fee. Neither Arthur J. Gallagher & Co., GFA, their affiliates nor representatives provide accounting, legal or tax advice.

Securities may be offered through Triad Advisors, LLC ("Triad") member FINRA/SIPC. Triad is separately owned and other entities and/or marketing names, products or services referenced here are independent of Triad. Neither Triad, nor their affiliates nor representatives provide accounting, legal or tax advice. Review the Triad Form CRS.

As a Registered Investment Advisor, Gallagher Fiduciary Advisors, LLC is required to file Form ADV Part I and Part 2A with the SEC. Part 2A of Form ADV contains information about our business operations for the use of clients. A copy of the Form ADV Part 2A can be requested by contacting the Gallagher Fiduciary Advisors, LLC Compliance Department.

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For compliance-related questions about our investment advisory services or to request the most current version of this relationship summary, please review our Client Relationship Summary or call (212) 918-9685.