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Our Services

Your compass for any direction you want to go. 

At Financial Achievement Services, Inc., we provide the guidance you need for navigating all of life’s twists and turns.

Our services are designed to look at your life holistically.  A strong financial plan must look at where you’ve been, where you are now, and where you want to go in the future.

The FAS approach to financial services begins with you. We know every person’s life is different, so our process begins with an in-depth examination of your current situation and your plans for the years to come. Once we know every angle, we work side-by-side with you to design a roadmap to help achieve the goals you’ve identified for yourself.

Your decisions are always your own: We are there to help you see the road clearly. Every financial choice or decision can have an impact on another. Economic conditions change. Markets swing. As a firm, our professionals advocate investing sensibly over the long run and maintaining an adequate level of insurance protection. We are your advocate for financial success.

No matter your current financial situation, we believe there is a strategy for financial growth, wealth accumulation and preservation that will work for you.  We work with you side by side to develop a custom-tailored financial plan to help achieve your goals.

Below, you'll find a sampling of the areas in which we can provide guidance. If you do not see your specific need listed, please contact us! Our financial professionals are ready and willing to answer any questions you may have and help identify the best path forward for YOU.

Investment Portfolio & Risk Management

Investment Portfolio & Risk Management

  • Risk tolerance assessment
  • Customized investment portfolio construction
  • Employer retirement plan allocations
  • Life Insurance
  • Long-Term Care Insurance
  • Disability Income Protection
Tax Planning & Reduction Strategies

Tax Planning & Reduction Strategies

  • Taxable holding assessment
  • Tax-deferral strategies
  • Tax-advantaged investment strategies
  • Tax loss harvesting
  • Charitable gifting
Retirement & Income Planning

Retirement & Income Planning

  • Retirement Planning
  • Retirement Readiness Analysis
  • Retirement Plan Rollovers
  • RMD Management
Estate Planning & Wealth Transfer

Estate Planning & Wealth Transfer

  • Estate planning coordination with qualified attorneys
  • Estate document outline & review
  • Account beneficiary planning
  • Legacy gift planning
Additional Individual & Business Services

Additional Individual & Business Services

  • College Funding Strategies
  • Employer Retirement Plans
  • Small Business Retirement Plans
  • Self-Employed Retirement Plans

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