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Calculators

You can review interesting calculators on my site.

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Contact Us

Please feel free to contact us with any questions.

Contact Us

Welcome to Francis Investment Consulting Group, Inc.

We believe certain fundamental principals, including diversification and consistency remain important over time.  We strive to provide personalized wealth management strategies and invesment management programs designed to support each client's individual goals.

We view wealth management as the union of personalized investment management and strategic, comprehensive, and ongoing planning. Everything we do is driven by our client's financial objectives. We deliver personal strategies and investment management solutions tailored to achieve each client's individual goals.

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Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Lease Payment

How much would your monthly lease payment be?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

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