Financial Initiatives Counsel
At Financial Initiative Counsel, our mission is to empower you on your journey to financial independence with customized solutions tailored to every chapter of your life. Whether it’s life insurance, investments, or specialized services for business owners and families, we prioritize your needs above all else. We never forget whose money it is: YOURS. Our commitment to a client-first approach guarantees you receive personalized attention and transparent, unbiased guidance. We are here to equip you with the insights and resources necessary to safeguard your financial future, ensuring you find peace of mind every step of the way.
Young families
Starting a family is an exciting milestone, but it also comes with financial responsibilities. From securing life and disability insurance to building an investment strategy for future goals like homeownership and education savings, having the right protections in place is essential. We help young families create a strategy that balances security and growth so they can focus on what matters most—raising their family with confidence.
Mature families
As your family grows, so do your financial needs. Whether it’s optimizing investments, reviewing insurance coverage, or planning for retirement while managing day-to-day expenses, having a clear strategy in place can make all the difference. We work with mature families to ensure their wealth is protected and positioned for long-term success, so they can enjoy life without financial stress.
Sandwich Generation
Supporting aging parents while raising children brings unique financial challenges. Making sure you have the right insurance coverage, an investment strategy that supports your long-term goals, and a plan to manage caregiving costs helps create financial stability. We work with individuals in the sandwich generation to navigate these responsibilities, ensuring they can care for their loved ones while securing their own future.
Insurance Planning
Ensure your family’s future with comprehensive insurance planning that includes life insurance, critical illness coverage, and disability insurance. Safeguard what matters most and gain peace of mind knowing your loved ones are protected.
Investment Planning
Secure your future with personalized investment strategies that include retirement planning, education savings, and achieving your financial goals.
Tax Planning
Maximize your savings with tax planning that focuses on personal taxes, deductions, and credits to help you keep more of your hard-earned money while preparing for a secure financial future.
Meet the Financial Initiatives Counsel Team
No matter where you are in life, having confidence in your financial readiness is essential. We tailor financial plans to your unique goals, giving you peace of mind that your affairs are in order. Since 2004, we have guided clients in wealth accumulation, tax planning, retirement strategies, and estate planning. Our disciplined approach fosters trust and long-lasting relationships.
At FI Counsel, we prioritize collaboration and communication, ensuring our strategies align with your vision while preparing you for life’s uncertainties.