Reviews for F.I.C. - Taxes / Insurance / Retirement

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Aug 2024
F.I.C. - Taxes / Insurance / Retirement is a comprehensive financial services provider that caters to the diverse needs of its clients. The firm takes pride in its boutique approach, offering personalized attention and a wide range of expertise under one roof. Staffed by CPAs, Enrolled Agents, tax practitioners, licensed insurance brokers, and retirement planners, F.I.C. is equipped to handle complex corporate tax returns, contract reviews, insurance risk analysis, and retirement planning. The company also has a network of trusted attorneys for estate planning services. With locations in Chicago, St. Paul, and Ireland, F.I.C. is rapidly expanding to serve its growing client base. Clients have praised the firm's experienced staff, who have provided peace of mind and tailored solutions, from setting up annuities and life insurance to transformative tax planning and financial stability for businesses.

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From F.I.C. - Taxes / Insurance / Retirement

We have your back on every thing financial. From doing a complicated corporate tax return, reviewing contracts, doing an insurance risk analysis or even discuss your exit and retirement plans, we will be here for you. We pride ourselves on being a small boutique firm with complete focus on our clients' needs. We have CPAs, EAs, tax practitioners, licensed insurance brokers and retirement planners. We also have a solid network of attorneys who can be referred when needed. Wills, Trusts and Estate Planning is another service we provide for high net-worth individuals. We have also locations in Chicago, St. Paul and Ireland and we are growing rapidly.