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  3. Financial Planning Center

Financial Planning Center

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. 

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  •   1803 Research Boulevard, Suite 401, Rockville, Maryland 20850
  •   (301) 610-0071
  •   info@finadvinc.com

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Our firm has various representatives that are licensed to conduct business in MI for non-registered insurance products only.

We also have various representatives that are licensed and registered to conduct business in the following states: AZ,CA,CO,DC,DE,FL,GA,MD,MN,MO,NC,NJ,NY,OH,OR,PA,SC,VA,WV for non-registered and registered insurance products, as well as securities.

Financial Advantage Associates, Inc. is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Financial Advantage Associates are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Financial Advantage Associates are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205. 3045425 10-2020

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