Why Work with Us

FPS Crescent    We provide unsurpassed client service

  • We take the time to get to know you on a personal, financial and professional level. 
  • We can help you manage your emotions and prepare you for the certainty of uncertainty. 
  • Our team members are accessible, professional and happy to answer your questions. 

FPS Crescent   We utilize the financial planning process

  • We are knowledgeable in all aspects of the financial planning process: 
    • Retirement Income Planning
    • Asset Management Planning
    • Education Planning
    • Estate Planning
    • Risk Management
    • Tax Planning
  • We use all facets of the financial planning process to create a wealth management plan that is unique to you and comprehensive in nature. 

FPS Crescent   We are experienced

  • Mike is a CERTIFIED FINANCIAL PLANNER™ professional. 
  • FPS has seven licensed team members on staff, including three CERTIFIED FINANCIAL PLANNER™ professionals. 
  • We have a total of more than 150 years of experience in the industry.
  • We adhere to the principals of:  
    • Integrity
    • Objectivity
    • Competence
    • Fairness
    • Confidentiality  
    • Professionalism 
    • Diligence

FPS Crescent   We are an independent financial planning firm

  • We are committed to objective advice. 
  • FPS is associated with Commonwealth Financial Network®, a broker/dealer that was founded on the principals of independence and integrity. 
  • We are free to incorporate the products and services that are best for your unique wealth management plan.

FPS Crescent   We are family owned

  • We are a family-owned, family-oriented financial planning firm, incepted in 1980. 
  • We have been providing sound financial advice to families, keeping their best interests at heart. 
  • We are grateful to each one of our clients, team members, and strategic alliances for being a part of the FPS family now, and in the years to come. 

FPS Crescent   We offer fee flexibility

  • We offer a flexible fee structure.  We work with you to determine your preferred fee arrangement such as fees for assets under management, commission or hourly fees.
  • We work as a team with you, so you can feel comfortable and confident in the value we are adding to your wealth management plan.