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.
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.
