Services

Wealth Management

Financial advisors are an integral part to the retirement accumulation phase.
Wealth Management Florida

What services we provide

Financial Advisors are an important area during the Retirement Accumulation stage. You want to make sure they are not only licensed appropriately for what you specifically are looking for, you want to see a track record of the best increases. As one contention that Jenn FitzGerald was finding in the financial sector, many Advisors do not coordinate with all the other financial professionals in a client portfolio. This has been solved at FSSP.

How we work
Discussion
In our first meeting, we need to get to know you, see if our team is what works best for you. We will explain our process which includes gathering some data to not only see how you communicate best, and of course where you are now financially and where you want to be in the future.
Compensation
We will also go over the different ways we are compensated so you can be comfortable with that. And finally what is expected of you and when our next meeting is.
Strategize
In our second meeting, your team will have had a chance to review your files and we will begin working on creating a financial roadmap. We will identify where you are currently losing money, where you can increase the percentage of your investments, your possible downfalls in accomplishing your goals and more.
Educate
We won’t just “tell you” what to do either. We will be giving you alternatives and educating you on each choice so you can make an informed decision, take control of your financial destiny.
Take Action
Once you have decided on the best path we will assist you to take all necessary action to get that plan in motion.
Course Corrections
We do understand life changes too, so we will be with you, here and in your future, assisting you to make course corrections as needed.
Our Services

Lets Work Together to Develop a Plan Together

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