Financial Planning & Analysis
A Personalized Plan from an Advisor You Can Trust
Our team is committed to providing you with a different type of financial planning experience, which means going beyond just pointing you in the direction of an investing provider. We walk with you every step of the way and are always ready to answer questions, explain investments, and align your plan with your family’s evolving needs and goals.
Why Choose Financial Services of America?
- Enjoy a holistic approach to financial planning that goes well beyond investing
- Benefit from thoughtful processes, from discovery to design to deployment
- Gain access to our dedicated service team for continued maintenance of your plan
- Attend regular performance review meetings and take fresh looks at your strategies to help ensure they match your current goals
Financial Planning You Can Trust
The team at Financial Services of America is proud to provide full-service, holistic financial planning to families in Michigan and across the country. Finding a financial advisor you can trust is an important step toward pursuing your goals. Our dedicated team approaches building your financial plan by understanding your goals, answering your questions, and ensuring your input is always heard.
We Welcome Your Goals
The first major step for us is to gauge your goals and ensure that we craft a plan to help you pursue them. By leveraging our Bucket Plan, we can work to adjust your finances to a “Now, Soon, Later” philosophy to get the most out of your current assets and build the future you’re looking for. At the heart of each of our financial plans is each client’s goals, and we work to keep it that way.
The Bucket Plan
By taking the approach of “Now, Soon, Later,” we help to direct your financial efforts to a holistic plan that will serve you throughout life and help set up the next generation. Regardless of your age or income, we have experience in creating Bucket Plans that can work toward and with your goals.
Not Just Your “Money Person”
By looking at every angle of your finances, we go well beyond your “investments guy” or “money person.” We take you and your family into account and look at every level of where your finances are going. Whether that means insurance, taxes, investments, or other potential expenses, we’re there to help you and your family pursue the life you’re looking for.
Additional Services
Retirement Planning
We provide comprehensive retirement planning through a long-term partnership with you. We design, implement, and continually monitor your plans and investments through an integrated FSA CARES process designed to help you have a successful retirement.
Legacy Planning
We offer thorough and thoughtful legacy planning that optimizes risk and helps protect your legacy. Our team can help you create clear and effective legacy strategies that align with your vision and values, creating a lasting impact for the next generation.
MAIN OFFICE
50 West Big Beaver
Suite 500
Troy, Michigan 48084
tel. 800-977-9292