FINANCIAL STRATEGIES
Financial Consultants of America offers assistance and experience in the following areas:

FINANCIAL PLANNING SERVICES*

  • Pension Plans
  • 401 (k) Plans
  • 403 (b) Plans
  • 529 Plans
  • Estate Plans
  • Money Purchase Plans
  • Portfolio Design
  • Profit Sharing Plans
  • Tax Strategies

*Financial Planning offered through F3 Logic

STRATEGIES FOR BUSINESS OWNERS

  • Buy-Sell Consultation
  • Implementing 401k plans
  • S Corp., C Corp., LLC
  • Deferred Compensation Plans
  • Employee Benefit Plans
  • Executive Bonus Plans

INVESTMENT VEHICLES

  • Bonds
  • Common Stock
  • Preferred Stock
  • Mutual Funds
  • REITs
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities
  • Fixed Annuities

SPECIALIZED PLANNING

  • We are careful to factor in every concern of a client in a financial plan, including such special interests as caring for disabled children or siblings, giving to charity, and leaving a legacy.

INSURANCE

  • Term Life
  • Universal Life
  • Long-Term Care
  • Disability Income
  • Key Man
  • Buy-Sell