At Financial Advantage Associates, we believe that developing and implementing a financial plan is critical to helping you get to where you want to be. That’s why we have created a separate division of the firm solely for the creation and servicing of Financial Plans for our clients.
Our Financial Planning Center (FPC) was created to serve the needs of the community using a Financial Planning process that helps clients visualize what they want out of life, and develops a customized plan to help them get there. Through your primary advisor, you will have access to a brain trust of a team of CFP®’s, to create a customized plan for your unique challenges.
We go beyond the traditional binder style plan by giving you access to our eMoney software suite.
Through this program you can access your plan online, along with up-to- date account balances. And with a click of a button, you can print real-time reports and be sent e-mail alerts about your accounts.
Finally, our team has a created an extraordinary themed-review program, providing you an opportunity to meet with your advisor throughout the year on a variety of financial topics.
Our goal is to provide value to you through the financial planning process and hope that you can share that value with the people that you know and love.
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Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them.