FCA International Advisory Service Inc

Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners

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(713) 781-7193Call Visit WebsiteVisit Website Map & DirectionsDirections791 Town And Country BlvdHouston, TX 77024 Write a ReviewWrite Review

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FCA International Advisory Service Inc

Tax Planning
FCA Corp offers tax planning and preparation services in-house, or coordinated with your existing CPA, that are fully integrated into your comprehensive financial plan. Our in-house team of attorneys, CPAs and other tax professionals take the time to understand your unique circumstances and will work with you to develop holistic and impactful tax planning and compliance solutions to fit your unique needs that evolve with you as your wealth grows.

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Extra Phones

Fax: (713) 268-6008

Neighborhoods

Westside, Memorial

AKA

Fca Intl Advisory SVC INC

Fca Intl Advisory Service Inc

Other Link

https://fcacorp.com

Categories

Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Investment Management, Investments, Mutual Funds, Retirement Planning Services

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Details

Phone: (713) 781-7193

Address: 791 Town And Country Blvd, Houston, TX 77024

Website: https://fcacorp.com

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FCA International Advisory Service Inc

Tax Planning
FCA Corp offers tax planning and preparation services in-house, or coordinated with your existing CPA, that are fully integrated into your comprehensive financial plan. Our in-house team of attorneys, CPAs and other tax professionals take the time to understand your unique circumstances and will work with you to develop holistic and impactful tax planning and compliance solutions to fit your unique needs that evolve with you as your wealth grows.
Charitable Giving
Many high-net-worth individuals and families may over pay the government in the form of taxes because they don’t have an effective charitable giving strategy integrated into their financial plan. With the right team and the right charitable giving plan in place, you can reduce your taxable income and have more control over your wealth.
Estate Taxes
Tax Services
We offer a range of tax services including consulting, tax compliance, and the preparation of state and federal tax returns.
Form 1065
Tax Deductions
A 529 Plan may be established by a parent, but anyone can contribute. This education savings plan is designed to help set aside funds for future education costs. Also, up to $10,000 a year can be used for elementary and secondary tuition (but not other qualified education expenses). Named after Section 529 of the Internal Revenue Code, contributions to the 529 plan are treated as a gift to the beneficiary and are subject to gift tax annual exclusion limits. It is possible to “pre-use” up to five years of the annual exclusion amount for a gift to a 529 Plan. Some states may allow an income tax deduction for 529 contributions.
Income Tax
Many firms just coordinate a phone call with your attorney and tax professional and are not able to add substantive input. At FCA Corp, our professionals have prior experience preparing estate plans, trust and probate administration, preparing Estate Tax Form 706, Gift Tax Form 709 and Estate / Income Tax Form 1041. We have the understanding on what’s needed or what’s missing in your important estate planning documents and can coordinate with your estate attorney. We deliver peace of mind to our clients by delivering a truly cohesive estate plan and assist your heirs in the implementation and administration of the plan.

Investment Management
Your customized investment portfolio should work hand-in-hand with your financial goals. At FCA Corp, we help high-net-worth individuals, families and business owners meet their short-term and long-term investment goals in Houston. Our investment management process in Houston includes leveraging our strong asset management capabilities that are informed by a truly global perspective to craft a tailored portfolio that meets your risk tolerance and objectives.
Mutual Funds
Rob is the President / Head Portfolio Manager for Commonwealth International Series Trust (established 1991), the home to five mutual funds: Japan Fund, Australia/New Zealand Fund, Africa Fund, Global Fund and Real Estate Securities Fund.
Wealth Management
For nearly 50 years, we have served as the trusted advisor to high-net-worth individuals and families through multiple generations. FCA Corp is an independent, fee-only private wealth management firm dedicated to you for your entire life journey.

Accounting Services

Financial Planning
The number of education savings plans available and the stipulations of each can be daunting, that’s why we review the pros and cons of each and determine which plan fits with your unique financial planning strategy. From education savings accounts to gift to minor accounts to 529 plans, our experienced financial advisors will guide you to an education savings strategy that makes sense for your family – and help you plan for your child’s or grandchild’s success.
Retirement Planning
Our retirement planning services in Fort Worth cater to individuals at various stages of their financial journey. For those actively saving for their future retirement, we provide analyses tailored to your unique situation that offer insights into potential strategies and options.
Annuities
Long Term Care
We will review your existing insurance coverage and recommend personal insurance solutions including life, disability, and long-term care insurance. We are not insurance agents.
Asset Management
Our process includes leveraging our strong asset management capabilities that are informed by a truly global perspective to craft a tailored portfolio that meets your risk tolerance and objectives.
College Funding

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