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.
Your
holistic
planner
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.
We've partnered with the best. Because you deserve it. We're a great independent financial planning firm. Which means we get to partner with some of the best companies in the world to help create the best plan for you and your family. It's one of the many things that makes us so unique and different from everyone else.
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.