Services

We treat all our clients with the respect and attention they deserve and offer different tiers of service based on your needs.

Wealth Builder

Our wealth builder services are perfect for investors looking for comprehensive services, a hands-on approach, and a proper review of their goals. These services include:

Employee Benefits Review
Modular Financial Planning
Retirement Income Planning
Educational Planning with 529 Plans
Investment Portfolio Management
Goal and Objectives Review

Executive Wealth

Our Executive Wealth services offer everything that our Wealth Builder services do, in addition to additional services to better serve all of your financial planning needs. These services include:

Employee Benefits Review
Comprehensive Financial Planning
Retirement Income Planning
Educational Planning with 529 Plans
Investment Portfolio Management
Goal and Objectives Review
Strategic Alliance Partnership Services
Social Security Income Planning
Medicare Planning

Premiere Wealth

Our highest tier of service, Premiere Wealth, has the most comprehensive services to best serve our clients and their families. This tier includes:

Employee Benefits Review
Comprehensive Financial Planning
Retirement Income Planning
Educational Planning with 529 Plans
Investment Portfolio Management
Goal and Objectives Review
Social Security Income Planning
Medicare Planning
Cash Flow Projections
Estate/Trust Review by Estate Attorney
Generations of Legacy Planning
Charitable Gifting Strategies
Comprehensive Portfolio Management
Planning Follow Up/Implementation
Coordination with your CPA

No matter your needs, we will find the perfect services based on your goals. All of our strategies are client based and we work with our clients to determine what fits them best. Contact us today to get started.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

david.smith@fscadvisor.com | (985) 951-2306