Financial Planning Consultants, LLC (FPC) located in downtown San Jose is owned and managed by CPA'S who have over 20 years of experience in the accounting profession. As partners of Petrinovich Pugh & Co LLP, we wanted to incorporate a financial planning and wealth management organization into our business model to further serve our clients.
We believe the union of our expertise as CPA'S over the past decade with our highly experienced strategic alliances in the financial services industry, Legacy Capital Group endows FPC with the resources to provide comprehensive planning strategies to our clients. We take a holistic approach to planning; tackling all the financial areas that could affect our clients.
We believe the union of our expertise as CPA'S over the past decade with our highly experienced strategic alliances in the financial services industry, Legacy Capital Group endows FPC with the resources to provide comprehensive planning strategies to our clients. We take a holistic approach to planning; tackling all the financial areas that could affect our clients.
Services
Whether it's planning for retirement, funding a child's college education or forming a strategy for wealth accumulation and preservation; we all invest with specific goals in mind. Financial Planning Consultants, LLC (FPC) teaming with our strategic alliances, will work with you to create, implement, and monitor a personalized dynamic investment strategy.
Dynamic Strategies for Achieving your Financial Goals. Consulting services, including initial evaluation, Strategic Planning Implementation, Ongoing Monitoring, Tools. During their lives, individuals turn to financial planning professionals to identify both risks and rewards in planning their future.
In this first, critical phase we chart the financial course of our client by requesting comprehensive information from each client and evaluating the information provided. Proper consideration is given to both monetary and non-monetary goals. This essential phase is the driving force behind a long-term, successful financial plan.
What is Personal Financial Planning? Personal Financial Planning is the development and implementation of a total, coordinated plan for pursuing one's overall financial objectives-a process of determining whether and how an individual can meet life goals through proper management of financial resources.
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