Your
holistic
planner
Becoming a client of Financial Services of America doesn't mean we're just your "money person". We don't just handle your investments. We take a holistic approach that looks at your entire family picture to provide you with a successful life plan.
The Value of Financial Services of America
What's in your Bucket?
Now. Soon. Later.
The Bucket Plan is a simple, yet effective way to understand a complex topic - Financial Planning. By taking your assets and splitting them into 3 "buckets" we can effectively plan for our clients' retirement and financial goals.
As a Financial Services of America client, you'll work with a dedicated financial advisor who spends time listening to you, explaining recommendations, answering questions and helping you plot the right course. We know financial decisions can be complicated, but they're important. That's why we believe every question deserves a thoughtful answer.
The Power of Personal Attention.
5Things
These are the 5 things you can expect when you work with an FSA Advisor.
We get it. Investing can be complicated. So ask all the questions you want and we will answer them in a straight forward way.
Your financial advisor is your long-term financial partner. These are important goals and you need an advocate – someone who listens and really understands what's important to you. We believe that's the best way to develop a personalized financial strategy.
We get it.
Most of the clients we meet don't have a written financial plan. They might have something that was created with their financial person or developed one on their own. But no formal plan has ever been written down and, more importantly, followed the way it should be.
That's what makes Financial Services of America so very different.
Our unique Bucket Plan Process creates
an easy to follow and understand plan that helps accomplish all of your financial goals.
Do you have a written plan?
Top Workplace
Eleven-Time Award Winner!
Named the Detroit Free Press' Top Workplaces
for the 11th time in 2021, you can take satisfaction in knowing that our people love what they do and where they do it.
We've partnered with the best. Because you deserve it. We're a great independent financial planning firm. We're fortunate to partner with some of the best companies in the world, which we leverage to help create the best plan for families in Michigan. It's one of the many things that makes us so unique and different from everyone else — and the perfect fit for you.
Contact Us
Questions? Comments? Concerns? Whatever it is, we want to hear from you. Fill out the form below or give us a call at the number to the right.
We look forward to hearing from you.
2450 Delhi Commerce Dr., Ste. 15
Holt, MI 48842
tel. 800-977-9292 / fax 586-939-3810
2515 S. Dye Road
Flint, MI 48532
tel. 800-977-9292 / fax 586-939-3810