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.
FINANCIAL
Get comprehensive and personal financial planning from an advisor you can trust.
TAXES
Tax planning and preparation services to help achieve your financial goals.
INSURANCE
Help ensure your family and future are properly covered.
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 David 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.
EARLY INVESTOR
You are a professional looking to expand your investments, grow your wealth, and provide for your family.
PRE-RETIREMENT
You are nearing retirement and want to protect your wealth and assets for the future.
IN RETIREMENT
You are retired and want to protect your legacy and continue to enjoy retirement.
Learn About Investing & Get Investing Tips
Industry Insights
Are There Tax Breaks for Different Generations?
Getting older has its nuisances as your health starts to decline, eyesight and hearing can deteriorate, you start
Should You Delay Retirement?
Retirement is a dream for most Americans. Sure, there are people like Warren Buffett who love to work
Legacy Plan. Do you have one?
After working hard and building a little wealth, it’s incumbent on you to do what’s necessary to protect