Why Work with Us
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.
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.
We are experienced
- Mike is a CERTIFIED FINANCIAL PLANNER™ professional.
- FPS has six licensed team members on staff, including two CERTIFIED FINANCIAL PLANNER™ professionals.
- We have a total of more than 150 years of experience in the industry.
- We adhere to the principals of:
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.
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.
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.