Understanding the Macro to Plan the Micro
Once we understand your values, we’ll help you bring a macro perspective to micro planning. This means we will help you identify and clarify all your major goals. Then we’ll plan around them from every angle, creating holistic, specific, time-based and risk-appropriate strategies and objectives to help you pursue those goals.
Starting Our Partnership from Where You Are Today
In order to create a plan and a strategy that’s unique to you, we provide a comprehensive assessment of your current financial situation — even down to the insurance policies you hold. A detailed look at your finances helps us create a more holistic, personalized financial plan and investment strategy.
Individuals & Families
Nearing & Living in Retirement
Government Workers
Non-Profit Work & Employees
A Simple Solution for Your Complex Financial Situation
At Financial Advantage Associates, we embrace the all-in-one capabilities of AdviceWorks® to help you visualize your finances and develop a tailored plan. Through AdviceWorks, you can access all your accounts, collaborate with your advisor and see progress toward your goals, all in one place. It’s your finances — made simple.