Our Services
At Financial Advantage Associates, Inc. we offer a comprehensive line of products and services, as well as diverse financial expertise and responsive service. From insurance needs to college funding, retirement or estate planning, we’re committed to helping you accomplish your long-term financial objectives.
Our team makes available the following services:
For Individuals:
- Fee-based Portfolio Management*
- Fee-based Financial Planning*
- College Funding
- Retirement Strategies
- Estate Planning**
- Life, Disability & Long-term Care Insurance
- Tax Reduction Strategies**
- Stocks and Bonds*
- Mutual Funds*
For Businesses:
- IRAs, SEPs, KEOGHs & 401(k)s
- Deferred Compensation
- Key Employee Insurance
- Executive Bonus Arrangements
- Profit Sharing
- Retirement Strategies
- Executive Compensation Programs
- Financial Education Seminars
- Buy/Sell Funding
- Succession Solutions
Reaching Your Destination
At Financial Advantage Associates we work with you to make sure that you are on the right path for yourself, your family, your business and your dream. We have built a strong team at Financial Advantage Associates that is here to help direct you on your financial journey. As the environment changes, we’ll adjust this plan to ensure you are still heading in the right direction.
*Securities and investment advisory services are offered through Securian Financial Services, Inc. member FINRA/SIPC. Financial Advantage Associates is independently owned and operated. **This information should not be considered specific tax or legal advice. Consult your tax/legal advisor regarding your own tax/legal situation.
