You have retirement questions – You want honest answers!
Start here with the FAQ’s
Who is The Financial Coaching Group?
The Financial Coaching Group (FCG) is a registered investment advisor firm licensed to do business in the State of California. Michael Stokes is the owner and president and is a registered investment advisor for the firm.
What services does The Financial Coaching Group offer?
The Financial Coaching Group offers fee-based and independent financial planning advise. Our primary objective is to provide clients with truth about investing so that they can make educated choices about their financial future. We specialize in retirement and income planning. We offer low-cost prudently diversified mutual funds for market investors. We also offer independent insurance solutions through many top-rated insurance companies, including annuities and life insurance products.
How does The Financial Coaching Group differ from other financial planning companies?
This is one of the most important questions any potential client should ask. We are a small, personal, independent financial planning firm. You are never a forgotten investor and client with us. We are personally in touch at least 4 times a year to check on you. We are never influenced by commissions, but solutions to your needs. Investment products are not a proprietary solution for financial planners. Instead, we feel potential clients will choose a financial planner/advisor based on valued trust and how they feel they will honestly be helped.
“I have helped many people understand the importance of planning for retirement and would like to help you also. I encourage you to take advantage of this complimentary offer which will give you a glimpse into your financial future. Together, we will develop a customized plan to help you navigate through today’s economic environment.”
What is The Financial Coaching Group’s unique process for those that want our services?
We take every client through our Retirement Analyzer strategy. Doing this will uncover most of the common questions that people have with their money and retirement future. The Retirement Analyzer does not recommend any individual investment, but will reveal where the short comings and pitfalls are in your financial planning process. From this FREE analysis we are able to find solutions that will meet and match your needs.