Yes, there are things we all have in common, but the reality is you are unique. FAS will invest the time needed to understand your financial goals and desired future. This provides FAS the insight to develop a tailored plan to assist you in going from where you are now to where you want to be.
Plan (noun): ``a detailed proposal for doing or achieving something.`` An FAS comprehensive plan covers multiple aspects of your finances, detail actions, and recomendations designed to help you reach your financial goals. These custom plans present to you recomendations we make including investment strategies.
In your 20s and 30s you may be reveling in many ``firsts`` – a first job, house or even a child. FAS helps guide you through the process to obtain and manage some of those ‘firsts’. A key to long-term wealth accumulation is making good financial decisions when you are young.
Our ApproachWith investments growing, debts shrinking and disposable income rising, FAS will be your resource for analysis of each financial scenario and will provide honest feedback on financal challenges you will face.
Our ApproachAs you approach retirement FAS will help you transition from your career, raising children and saving for “someday” to realizing your long-term goals.
Our ApproachFAS will work with you so you may maintain your chosen lifestyle in retirement. We will support you in defining and leaving your legacy for your children, grandchildren and future generations.
Our Approach