Insurance Planning
Protect Your Family and Future with Proper Coverage
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.
Insurance coverage should be more than an afterthought and monthly bill. Our team is proud to provide insurance reviews and audits for home, auto, life, Medicare, and other insurances to help protect your current and future financial situation from potential risks. In many cases, we’re also able to find our clients better deals with more optimal coverage by leveraging our network of partners. Benefit from bringing your entire financial picture into focus with our help.
Why Choose Financial Services of America?
- Our in-house insurance professionals are ready to advise and consult on your coverage.
- Leverage our team and partners to see if a better deal is waiting out there.
- Rest assured knowing that your monthly premiums are optimized and fit your plan and goals.
- Work directly with our dedicated team for any coverage changes or updates.
Insurance Recommendations Tailored to You
No matter what stage your life is at, we are more able to provide tailored recommendations for your current situation and future benefit. By leveraging our internal team and hand-selected partners, we’re able to provide you with reviews, audits, and different quotes to help you know for certain that your coverage checks all the right boxes, including price. We go beyond a look at the situation to help provide recommendations based on your overall financial situation and periodically check for additional gaps in your coverage as things change over time.
Insurance Reviews
We’ll look at your current insurance coverage to help determine that you’re not over- or under-insured for your current and future financial situation. But a one-time review of your insurance policies isn’t enough, unfortunately. Like your financial plan, your insurance coverage should expand and contract with your liabilities. Our team will make regular audits of your coverage to help ensure that you aren’t inadvertently exposed to new liabilities as your portfolio evolves and your family makeup changes.
Additional Services
Tax Efficiency Planning Strategies
Our tax team provides planning, reviewing, and preparation services to identify opportunities and liabilities. We’ll ensure your financial plans enjoy tax-advantaged strategies for years to come.
Medicare Planning
Medicare can be confusing and complicated. Our team’s experience can help guide you in choosing a Medicare plan that sets you up for optimal financial and physical health.
MAIN OFFICE
50 West Big Beaver
Suite 500
Troy, Michigan 48084
tel. 800-977-9292