Financial Advisory Service

read moreWe believe the client relationship is the firm's most important asset. You can expect direct access to a passionate team of professionals who are committed to developing and implementing solutions to help you achieve your goals. Prior to any recommendation our team will conduct a series of meetings with you to gain a better understanding of your goals and financial objectives. From those meetings the team will develop a custom plan and set a path to follow to achieve those goals and financial objectives.

read moreAt FAS your goals guide our efforts includinginvestment strategies. During a series of conversations and meetings we gain an understanding of your financial goals, your comfort level with market risk, and overall investment experience. Armed with that knowledge we develop an appropriate investment strategy to help achieve your goals. The composition of your portfolio will be developed by one of our professionals, void of proprietary products, conflict or marketingrelationships. The end result is aportfolio constructed for you which will befree of sales restrictions or bias.

read moreAs an employee-owned, independent investment adviser, FAS has been designed to focus on you. You will not meet with only ONE person but a team of professionals. Professionals who each have a unique skill set and many years of industryexperience. The unique quality of employee firm ownership, independence and a real team concept contribute to the overall client experience.

read moreFor over 40 years FAS has been developing custom financial plans for working professionals, busy executives, and business owners. Prior to any recommendation we speak with you and gain an understanding of your financial goals, personal objectives and what you would like your future to become. With that understanding and information, we will design a custom financial plan and implementation strategy to help take you from where you are today to where you want to be. Your adviser(s) will work with you to appropriately scope your planning needs.

read moreYou start to experience the fruits of your labors during this time. Your investment values should start to grow significantly, disposable income increases, and supporting your debt structure becomes less burdensome. It is at this momentyour long-term financial plans reach a crossroads. You can continue to work at achieving your original goals or modify them to account for enhanced lifestyle expectations - retiring earlier, buying a second home, building your dream house, or possibly changing careers.

read moreThis is a time of first experiences- first job, first house, and first child. FAS can guide you on the path of financial success by helping you cope with the unique aspects of this stage in your life. FAS will work with you to resolve your issues of managing debt, cash flow, savings and the potential financial risk of death or disability. This is accomplished by developing a comprehensive and integrated plan customized to your goals and then helping you implement that plan every step of the way.