Integrated Services
Wealth Management Services
Investment Planning:
FAS believes in a disciplined, strategic approach to investing.
We embrace diversification and asset allocation to limit volatility
in portfolios and maximize risk-adjusted return. Our strategy is
geared toward preserving and accumulating wealth while controlling
risk. Our investment plans are customized for each client’s
unique financial situation.
Financial Planning:
FAS develops customized, comprehensive financial plans sensitive
to our clients’ specific objectives, constraints and personal
make-up. We strive to address every issue and situation that might
impact your personal financial status and work to develop detailed
solutions to meet our clients’ financial objectives.
Retirement Planning:
Every phase of life has its own special financial needs and opportunities.
As you and your funds mature, FAS strives to protect assets and
provide for continued growth of those assets. During retirement
it is critical to monitor the implications of taxes and inflation
regarding the distribution of life income. FAS works with retirees
to ensure and maintain the capital base to enjoy retirement as they
see fit.
Estate Planning:
Estate planning is primarily concerned with designing a program
for the effective management, enjoyment, and disposition of wealth
at the least possible cost. FAS believes an estate should be planned
so the family and others for whom the individual cares for most
receive the greatest possible beneficial enjoyment from what he
or she owns. We concentrate on human objectives so we can continually
meet your changing estate planning needs.
Insurance Planning:
FAS realizes catastrophic events do happen and can have a devastating
impact not only on the client’s personal life, but their financial
life as well. We develop sensible risk management plans using various
types of insurance to meet your specific needs.
Business Services:
Adequate business planning is important to any business owner. FAS
utilizes its expertise in business planning to develop unique business
plans for owners of small and mid-size businesses. Whether seeking
advice on how to tax-efficiently transfer a business, looking for
a seller or buyer for a business, or desire help with the tax-efficient
handling of assets from the sale of a business, FAS is capable of
finding a solution that is right for each client’s situation.
Income Tax and Cash Flow Planning:
Most of your adult life is spent focused on creating wealth. However,
inadequate tax planning and negative cash flow can greatly limit
your opportunity to achieve this objective. FAS analyzes and monitors
these issues to ensure tax efficiency and positive cash flow.
Debt Management Planning:
We all know it "takes money to make money." However, without
proper planning, borrowed money can turn from a capitalist tool
to an anchor around your neck. Our ongoing review of client liquidity
ratios allows you to maintain the proper balance between assets
and liabilities.
Education Planning:
Providing for your children's education can place a burden on your
finances. However, FAS can help you take advantage of special investment
strategies and tax incentives that can take the sting out of the
cost of higher education.
If you have questions or comments please click
here. |
