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Investment Planning

Full-Service, Fee-Only Investment Planning

The approach to investment planning with Financial Service Group takes the worry out of your financial well-being so you can concentrate on all the other elements of your great life.

Financial Service Group provides full-service, fee-only investment planning, meaning you’ll never be charged commissions from the sale of any financial product. We only charge fees for our consulting services and those fees are completely transparent. You won’t spend your time reading a lengthy prospectus or trying to digest a complicated investment statement just to figure out how much you’re spending. We’ll tell you up-front exactly what your annual fee will be. We get that taken care of in full transparency so we can concentrate on looking after your best interests, not ours.

Long-Term Investment Planning

Our approach to managing your investments is not to “play” the market. We believe that investors who take a measured, long-term approach to their investment planning achieve better outcomes over trying to time the market through an active management process. That doesn’t mean we’re passive, it means we identify actions in your investment plan and take them as appropriate to align with your overall investment planning goals and desired outcomes.

A relationship with Financial Service Group starts with getting to know you and what matters most to you and your family. We help you define and refine your financial goals that serve to support your family, social, and retirement goals. From there, we develop a comprehensive financial plan including the investment strategies that will help you achieve them. We ensure your estate planning documents, beneficiary designations, asset allocations, investments, and all the other details of your financial life are in order.

Investment Planning With Our Certified Financial Planners™

As our relationship continues, we stay in touch. We have update meetings several times a year and are always accessible to you via phone to help you address questions or changes that may impact your plan. We communicate with you via our newsletters and emails so you’re never in the dark when it comes to understanding what’s going on with our firm and with your investments and assets.

Our client-centered financial planning model ensures you work with our Certified Financial PlannerTM professionals. The CFP® certification is the financial planning industry’s gold standard indicating rigorous training, thorough knowledge and demonstrated experience. Regardless of the planner you’ll work with directly, you’ll have the extra advantage of and access to other team members each bringing a unique set of skills and experience help you advance your investment and life goals.

Schedule a Free Conversation

To learn more about investment planning with Financial Service Group set up a free, no-obligation 30 minute phone call. If we’re not the right financial planning partner for you, our Find Your Fit commitment ensures we’ll help you find a model that will work best for you.

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