FPS Wealth Management Program
Congratulations! You have completed the first step in securing your and your families financial security. Your Comprehensive Financial Plan has laid the groundwork in helping ensure all of your life goals are on track.
Much like the patient that goes for their annual checkup and learns that unless changes are made, they could be headed for serious health problems, your financial plan that isn’t implemented (and monitored) going forward, could mean a life of financial turmoil.
So, what is the FPS Wealth Management Program ?
It is a collaborative process where we work together to namely, improve and maintain your financial health.
- Help you implement your Action Items from your Financial Plan.
- Be here to advise you when major life changes occur*.
- Create and monitor an investment plan that is personally designed for you.
- Evaluate your tax situation each year for ways to reduce this burden today and down the road**.
- Help ensure your Estate Plan is in place and suggest changes if necessary**.
- Monitor your various insurance needs**
- On call for unlimited consults throughout the year.
*This may include, paying for college, divorce planning, death or disability of a loved one, birth of a child, or retirement
**FPS does not serve as an attorney, accountant, or insurance agent. FPS does not prepare legal documents or tax returns, nor do we sell insurance.
Here is an example of the work we will be doing together on an ongoing basis
