Our Standard Retainer is the focus of our practice. It is with this retainer that our clients receive the full benefit of our services. We meet with our clients five to eight times during the course of the initial year, depending on their situation, to create and set in motion their financial plans. The areas covered include, but are not limited to:

  • Tax Planning
  • Tax Preparation
  • Estate Planning (wills and trusts)
  • Insurance Reviews
  • Portfolio Analysis
  • Asset Allocation and Investment Management
  • Retirement Planning
  • Budgeting and Spending Plans
  • Goal Setting
  • College Planning
  • Real Estate Analysis
  • Business Planning and more

Our Standard Retainer is an open-ended retainer. This means that our services are not limited only to scheduled appointments covering designated topics. Our clients are free to call us or schedule an appointment to discuss any topic of concern within our scope of expertise. There will never be an added charge for calling or meeting with us.

Our Standard Retainer includes a very wide range of services. It is understood that our clients will need these services to varying degrees. We work with our clients to determine which areas are priorities for them and which areas we feel need their attention.

In addition to the Standard Retainer, FMC of Virginia also offers a Financial Physical Retainer, which is designed to offer 2 hours of consulting to address the area(s) of importance to the client. This retainer is ideal for someone who needs help but does not need ongoing financial planning services.