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.
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 can help answer questions like “what is insurance” and explain how the right coverage fits within your financial plan for long-term security. We’re proud to provide insurance reviews and audits for home, auto, life, Medicare, and other policies to help protect your current and future financial situation from potential risks.
We help clients understand topics such as “what does homeowners insurance cover,” “what does health insurance cover,” and “what is disability insurance,” so you can make confident decisions for your family. 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 — and see how insurance can help with meeting savings goals as part of your holistic plan.
Why Choose Financial Services of America?
- Our in-house insurance professionals are ready to advise and consult on your coverage, whether you’re exploring family health insurance, insurance for the self-employed, or understanding HMO insurance and PPO health insurance options.
- Leverage our team and partners to see if a better deal is waiting out there, including comparisons between POS health insurance, EPO medical insurance, and PPO insurance plans.
- Rest assured knowing that your monthly premiums are optimized and fit your plan and goals — whether it’s family medical insurance, supplemental health insurance, or secondary insurance coordination.
- Work directly with our dedicated team for any coverage changes or updates, and if you ever wonder how to check if you have insurance or how to know if you have insurance, we’ll guide you through each step.
Insurance Recommendations Tailored to You
No matter what stage your life is at, we are able to provide tailored recommendations for your current situation and future benefit. We’ll help you navigate different coverage types.
By leveraging our internal team and hand-selected partners, we’re able to provide you with reviews, audits, and quotes to help confirm your coverage checks all the right boxes, including cost, benefits, and protection. We go beyond a surface review 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. 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. This includes reviewing policies such as homeowners, health, or disability insurance to ensure the coverage aligns with your goals.
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.
Whether you need help understanding what is an insurance PPO or learning about insurance IPS as part of your broader protection plan, we’re here to simplify the process and ensure your coverage continues to protect what matters most.
Additional Services
Discover Your Planning Strategies »
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.
OUR LOCATIONS
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Visit one of our Michigan office locations. Our Troy headquarters is supported by offices in Brighton, Chesterfield, Farmington Hills and Okemos.