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.
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.
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.
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.
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.
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.
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.
Can annuities help you achieve your financial goals? Our advisors are knowledgeable about annuities and can help you decide if they are right for you. Whether you want to have a guaranteed income, save more for retirement, or build wealth, annuities can be an excellent option.
OUR LOCATIONS
Visit one of our Michigan office locations. Our Troy headquarters is supported by offices in Brighton, Chesterfield, Farmington Hills and Okemos.
