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Financial Planning
You Can Trust

Take Our Retirement Quiz

We get it. Investing can be complicated. Take our assessment to see how prepared you are to reach your retirement goals.

Take Our Retirement Quiz

We get it. Investing can be complicated. Take our assessment to see how prepared you are to reach your retirement goals.

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FINANCIAL

Get comprehensive and personal financial planning from an advisor you can trust.

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TAXES

Tax planning and preparation services to help achieve your financial goals.

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INSURANCE

Help ensure your family and future are properly covered.

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LEGACY PLANNING

Create a thorough, thoughtful estate plan to protect your wealth for your family.

Why Choose Financial Services
of America?

At Financial Services of America, our dedicated financial advisors spend time listening to you, explaining recommendations, answering questions, and helping you pursue your goals. We don’t just handle your investments. We take a full-service approach to your entire financial picture, designing strategies to help you achieve a successful life plan.

Richard James - CEO and President
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Richard D. James

Founder and CEO

We take a full-service approach to your entire financial picture, designing strategies to help you achieve a successful life plan.

Where
are you in
your
Investment
Journey?

The stage of your investment journey affects how you’ll approach pursuing your financial goals. Whether you’re looking to increase your wealth, better prepare for retirement, or preserve your retirement assets, FSA can help.

young investor

EARLY INVESTOR

You are a professional looking to expand your investments, grow your wealth, and provide for your family.

middle aged investors

PRE-RETIREMENT

You are nearing retirement and want to protect your wealth and assets for the future.

elderly couple

IN RETIREMENT

You are retired and want to protect your legacy and continue to enjoy retirement.

Industry Insights

MAIN OFFICE

50 West Big Beaver
Suite 500
Troy, Michigan 48084

tel. 800-977-9292