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 develop a customized plan to help them get there. Through your primary advisor, you will have access to a brain trust team of CFP®’s, to create a customized plan for your unique challenges.

Through the Financial Planning process, we’ll discuss what your ideal retirement looks like, determine together how much money you will need to afford that lifestyle, and what strategies to implement to meet your goals. Every individual’s goals are unique, that’s why every financial plan is tailor made to the individual.

We go beyond the traditional Hard copy paper plan by giving you access to our comprehensive Financial Plan tracking software provided via the eMoney software suite.
With 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.

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.

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.