Next Gen Wealth: Empowering Future Leaders in Financial Growth

At FSA, we’re here to help the next generation of wealth builders—those under 40 who are early in their careers and focused on setting a strong financial foundation.

You’re likely navigating major milestones like starting a family, purchasing a home, or paying off student debt, all while thinking about how to grow your wealth for the future.

We understand that your financial situation is evolving, and we work to create simple, effective financial plans that meet your unique needs at this stage of life.

FSA Next®: For the Next Generation of Wealth

Our specialized FSA Next® service is designed to provide clarity and direction in this stage of life. For a one-time fee of $1,500, we create your personalized financial plan (PFA), which covers everything from budgeting and savings strategies to investment recommendations. After the initial plan is set, we offer ongoing support for $2,400 annually, billed quarterly, to help you stay on track. If you choose asset management services, our fee is 1% of assets under management. With our team by your side, you’ll have the guidance and tools needed to start building wealth with confidence and purpose.

We’re Here to Support Your Future Success

Wondering if FSA might be the right fit as your financial advisor? Schedule a no-obligation meeting to learn more about us and decide if you want to work together.