Retirement Planning from F.I.C.
Financial Planning for Retirement That Fits Your Life
F.I.C. helps you look at 401(k) rollovers, IRAs, annuities and life insurance in one place, with a team that also handles your taxes and bookkeeping.
- 401(k) rollovers, IRAs and annuities reviewed together
- One team for retirement, tax and insurance questions
- Over 35 years of experience, based in Chicago
Over 35 years of experience. Offices in Chicago, St. Paul, Ireland and Egypt.
Prefer to talk? Call (773) 202-9393
Start your retirement plan review
Tell us a little about your situation and a member of the F.I.C. team will follow up to talk it through.
Why people plan their retirement with F.I.C.
One firm, not four
Retirement planning, tax returns, bookkeeping and insurance sit under one roof, so your plan and your taxes stay in step.
Help with old 401(k)s
We walk you through 401(k) rollover options, IRAs and annuities in plain language so you can decide what suits you.
Protection for your family
As an insurance broker, F.I.C. can review life insurance alongside your retirement plan.
Built around you
We do not use one-size-fits-all templates. Your plan reflects your income, your family and your timeline.
Experience with complex cases
Our team handles probate, IRS resolution and business succession, so unusual situations are familiar ground.
Local roots, wider reach
Chicago headquarters, a St. Paul office, and service for clients across the US and abroad, including expats.
What retirement planning with F.I.C. covers
Retirement planning is more than one account. It is your savings, your taxes, your insurance and, if you own a business, what happens to it after you step back. F.I.C. looks at those pieces together.
You talk with people who have spent over 35 years working with individuals, families and business owners. We explain the choices in front of you, answer your questions, and help you put a plan on paper.
- 401(k) rollovers from former employers
- Traditional and other IRA options
- Annuities reviewed as part of your wider plan
- Life insurance through our insurance brokerage
- Retirement and succession planning for business owners
- Coordination with your personal and business tax returns
- Support for US expats and international clients
- Risk review led by an experienced multi-disciplinary team
What happens after you send the form
We reach out
A member of the F.I.C. team contacts you using the details you give us.
We listen
We ask about your goals, your current accounts and when you hope to retire.
We map the options
You get a clear explanation of the choices open to you and what each one involves.
Frequently asked questions
What does retirement planning at F.I.C. include?
We cover 401(k) rollovers, IRAs, annuities and life insurance, and we coordinate that with your tax returns. For business owners, we also look at retirement and succession plans.
How much does it cost?
Fees depend on how complex your situation is, so we quote after we understand what you need. Related services are priced separately, for example individual tax return preparation runs from $500 to $5,000 depending on size and complexity.
Do I have to live in Chicago?
No. F.I.C. is headquartered at 4778 N Elston Ave in Chicago and has an office in St. Paul, MN, but we work with clients across the United States and internationally from our Ireland and Egypt offices.
Can you help with a 401(k) from an old employer?
Yes. 401(k) rollovers are part of our retirement planning work. We explain the options available to you and what each one means for your taxes.
Can you handle my taxes as well?
Yes. F.I.C. prepares individual and business tax returns and also offers bookkeeping, payroll, sales tax and IRS audit assistance, so one team sees the whole picture.
I own a business and want to step back. Can you help?
Yes. We work with business owners on retirement and succession, and our advisory team handles complex matters such as probate, mediation and hostile takeovers.
Let's talk about your retirement plan
Send us a few details and the F.I.C. team will get in touch to discuss your 401(k), IRA, annuity and insurance options.
- 401(k) rollovers, IRAs and annuities reviewed together
- One team for retirement, tax and insurance questions
- Over 35 years of experience, based in Chicago
Prefer to talk? Call (773) 202-9393