Here at FS Advisors Wealth Management, we employ a process that is both personalized and results-oriented. Although our strategies have been around long enough to be thoroughly tested, we walk each client through a detailed discovery and plan design process. This process helps ensure that your financial plans and investment strategies are specifically crafted and tailored to suit your unique situation and goals.
In order to understand how we can help you, we need to understand your complete financial picture. As a first step, we’ll cover key categories to give us deep insights into your circumstances and how we can help you pursue your dreams and goals.
At this stage, we’ll draft your goals, plans and strategies in writing to help ensure we have a mutual understanding of your priorities and preferences. We welcome your feedback at this stage, as this enables us to tailor your plans and our approach.
At this key phase, you’ll review final recommendations before committing to your personalized plan. Once we have your approval and agreement, we’ll move into implementation to effectuate your tailored investment strategies and financial plan.
We conduct in depth, educational review sessions to keep you apprised of portfolio performance, data, economic trends and market insights. We’ll also walk you through our proactive tactical risk management recommendations for your evolving situation.
Connect with the team at FS Advisors Wealth Management today. Let’s form a plan to pursue your dreams together.
At FS Advisors, we employ our unique “Bucket Strategy” to divide your assets into various investments designed to provide income in three different — but interconnected — periods in retirement. This proactive strategy positions us to actively rebalance your portfolio and “refill” your time-based income buckets as needed.
Think of all of your assets as being assigned to provide income in three very different periods of retirement. Seeing it in those terms, risk takes on a new meaning.
All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
We offer tailored strategies and personalized planning for individuals and business owners in CO and beyond.
We take a tactical approach through in-house, active asset management to help you manage risk and seize opportunities.
Ready for a different financial advisor who is actively involved in every decision that affects you? Let’s get started.