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You're here:
FGC's Home Page
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Dennis L. Roubal, CFP®, RIA, founded Financial Growth
Concepts (FGC) in 1986.
Based in Marquette, Michigan since 2006, FGC
is an independent, fee-only, financial-planning firm.
To arrange for a free, no-obligation consultation,
contact him today at:
1-906-249-2041
1-906-360-1328 (cell)
denroubal@yahoo.com
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Welcome to the home of Financial Growth Concepts
(FGC), a fee-only, wealth-management firm founded by Dennis L. Roubal,
CFP®, RIA, in 1986.
Based in Marquette, Michigan, FGC's core mission
is to provide a full range of personalized, financial-planning services
to individuals, families, small businesses, and organizations located
in the greater-Marquette area as well as the central Upper Peninsula region:
Investment planning
Portfolio design
Cash-flow expense planning
Risk management
Income tax planning
Income tax preparation
Education-funding strategies
Retirement planning
Insurance needs
Estate & survivorship planning
Unlike
the majority of financial advisors in the industry, Dennis Roubal is a
fee-only financial planner, an advisor who is compensated solely for his
advice, not what he sells.
A strong believer in having one and only
one masterthe clienthis firm's fee-only, fiduciary business
model is built around the the client-first, best-practices ethos of stewardship,
objectivity, and integrity.
As such, Financial Growth Concepts is free
of the inherent biases and conflicts of interest that plague much of the
financial industry today. Dennis Roubal's sole source of compensation
is from the client, and only the client:
No products
No sales
No commissions
No finder's fees
No kickbacks
No referral fees
No rebates
No awards
No bonuses
No cruises, trips, or prizes
No incentives
No discounts
No churning
No asset conversion
No hidden, third parties
No divided loyalties
No pressure
Do to every man
as thou wouldst have
him do to thee;
and do not unto another
what thou wouldst not
have done to thee.
K'ung Ch'iu (a.k.a. Confusius),
551-479 B.C.
Chinese philosopher credited
with authoring The Golden Rule
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The original wooden Marquette
Harbor Light, built in 1853, was replaced by the above brick keeper's
house and square light tower in 1866.
To learn more about this unique lighthouse,
click here, or visit the
Marquette Maritime Museum's Web
site. Click on photo for high-resolution imagery. (Courtesy of
the Marquette Maritime Museum) |
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Financial Growth Concepts
16 Timber Creek Road
Marquette, Michigan 49855
E-mail: DenRoubal@Yahoo.Com
Phone:1-906-249-2041
Cell: 1-906-360-1328
The average [market] participant
is a long-term investor,
...only in the way
Tony Soprano is a Catholic.
William J. Bernstein, Ph.D., M.D.,
American neurologist, financial theorist, and author
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