Retirement Income Planning
A Confident Retirement for You and Your Family
We provide comprehensive retirement planning through long-term partnerships with our clients. We design, implement, and continually monitor your plans and investments through an integrated planning process designed to help you have a confident retirement.
Why Choose Financial Services of America? We will Always:
- Acquire a thorough understanding of your financial and personal goals.
- Carefully assess and monitor your risk tolerance and time horizon.
- Explain the implications of all planning strategies and help answer any questions you may have.
- Meet with you regularly to review your FSA plan.
- Act as a trusted advisor for Assets Under Management and coordinate the efforts of other, related professionals as required.
- Update your information regularly and notify you by email, phone, or mail.
- Treat you with the utmost respect and professionalism.
How Prepared Are You for Retirement?
We get it. Planning for retirement can be daunting. Take our quick assessment to see if you’re in good shape to help reach your retirement goals or if you need to adjust your plan.
The FSA Process
An important benefit of creating a retirement of confidence is that we never lose sight of what we can control. Many things are happening around the world that are far beyond anyone’s control; however, we believe:
It’s not the direction of the wind, it’s the set of the sail that matters.
Our planning process integrates wealth, tax, and risk management strategies along with legacy, income, and financial planning. Every plan is unique. There are no square pegs in round holes. We invest our time in you during the discovery phase to understand what is important to you. We then design a customized program tailored to those needs and then deploy your individual plan. Over time, as your needs evolve and your life unfolds, your FSA plan will help ensure that all the pieces of your retirement puzzle fit seamlessly together.
The Power of Good Planning
Whether you have a solid financial plan or have yet to create a written financial plan, we’ll help ensure your questions get answered and you clearly understand what the path to a confident retirement looks like. We work hard to create detailed, clear, and thoughtful plans that help you pursue your goals and are designed to help reduce the worries about your financial future. Our team will review, help create, and help execute your plans for retirement, helping create a lasting impact for the generations to come.
Securities products and services offered through AE Financial Services, LLC (AEFS), member FINRA/SIPC. Investment advisory products and services made available through FSA Advisors, Inc. (FSAA), a Registered Investment Advisor.
Any and all other services referenced are an outside business activity not offered through or supervised by AE Financial Services, LLC (AEFS). Investment advisory services provided by FSAA. AEFS and FSAA are all separate and not affiliated entities.
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.