The FSA Planning Process
Our comprehensive planning process is designed to help integrate all areas of retirement planning: financial, tax*, legal*, and insurance. Our client relationships are built on a very specific discovery process which helps ensure we partner with individuals and families whose goals and needs are in line with our professional experience.
Every plan is unique. We invest our time in you during the discovery phase to understand what is important to you. We then design a customized plan tailored to those needs and then deploy your individual plan. Over time, as your needs evolve and your life unfolds, your plan will help ensure that all the pieces of your retirement puzzle fit seamlessly together.
Insurance products are offered through the insurance business Financial Services of America (FSA). Financial Services of American (FSA) is also a Financial Services practice that offers securities products and services through AE Financial Services, LLC (AEFS), member FINRA/SIPC. Financial Services of America (FSA) is also an Investment Advisory practice that offers investment advisory products and services through FSA Advisors (FSAA), a Registered Investment Advisor. AEFS and FSAA do not offer insurance products. The insurance products offered by Financial Services of America (FSA) are not subject to regulatory requirements and standards of care applicable to registered representatives and are not subject to investment advisory requirements. AEFS, FSAA and FSA are not affiliated companies.
Any and all other services referenced are an outside business activity not offered through or supervised by AE Financial Services, Inc. (AEFS), member FINRA/SIPC or Financial Services of America Advisors (FSAA), a Registered Investment Advisor. AEFS, FSAA (and any other entities] are all separate and not affiliated entities.
*Financial Services of America (FSA) advisors may refer you to local CPAs for tax services (including our business partnership with FSA Tax & Accounting) and attorneys for estate planning services (including our strategic partnership with Benjamin T. Vader, PLLC), if needed, to coordinate and collaborate with you and your advisor on your holistic financial plan (with proper, written authorization).
Our Planning Process Is Built Around Three Components:
- What is important to you?
- What do you want to accomplish?
- Ways we help get you to where you want to be?
- Which services align with your needs?
- Which strategies can help you accomplish your goals?
- Income, legacy, and financial planning strategies.
- Wealth, risk, and tax-efficiency strategies.
- Ongoing service to help provide the foundation that leads to second- and third-generation relationships.
Our Strategic Alliances
If it’s not integrated, it’s flawed – that is our philosophy on retirement planning. We provide a comprehensive retirement plan through our family of companies including Financial Services of America, FSA Advisors, FSA Tax & Accounting, and FSA Health; as well as through our strategic alliances with estate planning attorneys, mortgage brokers, and other professionals who work closely together to help ensure your success.