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Financial Services for Individuals & Families

Tactical Strategies and Personalized Plans

Tactical Strategies and Personalized Plans

While our firm offers a comprehensive suite of financial products and services detailed below, our focus is on employing active wealth and investment management strategies and personalized financial plans to help you pursue your various goals.

Wealth Management Strategies

Because we are a team of in-house, tactical asset managers, we are positioned to help you actively manage your wealth through a variety of strategies, including risk abatement, sector rotation, tactical and dynamic strategies. We are creative and responsive in our solutions, actively tailoring and strategically combining our strategies when and how you need them to continue pursuing your goals.

Financial Planning

Our financial planning service is designed to help you form an effective, comprehensive financial strategy for every aspect of your financial life. Through our in depth discovery process, we work with you to gain an understanding of your values, goals, dreams and current situation. From there, we’ll develop a tailored plan to help you pursue what you envision for the short, intermediate and long term future.

Investment Management

Rather than counseling you through market downturns and letting your portfolio “weather the storm,” as advisors who adhere to “buy and hold” strategies often do, our approach is a tactical one which is designed to help you navigate around those storms altogether. We believe dynamic, active management and risk mitigation may improve your chances for better results.  

Retirement Income Planning

At FS Advisors, we employ our unique “Bucket Strategy” to help create a flow of sustainable income for your retirement years. Under this strategy, we divide your assets into various investments designed to provide income in three different — but interconnected — periods in retirement. This proactive strategy lets us actively rebalance your portfolios and systematically “refill” your time-based income buckets.

Tax Planning

A complete financial strategy should include considerations for optimizing tax strategies. With extensive knowledge and experience, FS Advisors can help you find effective strategies so you can keep more of what you earn. By collaborating seamlessly with your tax professional, we also help ensure the effective execution of your strategic plans.

Insurance & Risk Management

Risk management is a key aspect of what we do here at FS Advisors. In addition to helping you actively reduce the risks of a volatile market, we also help you prepare financially for the uncertainties of the future. We can assist with Medicaid planning and can assess your risk exposure to help you determine the types and amount of additional coverage you need, including disability, life and long term care insurance.

Estate & Legacy Planning

Estate planning is vital for your financial well-being. A comprehensive plan safeguards your final wishes and shields your loved ones from unnecessary taxes, financial strains, and administrative complexities. Whether reviewing existing plans or creating new ones, we guide you through a detailed process to design a plan that aligns with your current circumstances and desires.

Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns.

All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.

The cost and availability of life insurance depend on factors such as age, health, and the type and amount of insurance purchased. Before implementing a strategy involving life insurance, it would be prudent to make sure that you are insurable by having the policy approved. As with most financial decisions, there are expenses associated with the purchase of life insurance. Policies commonly have mortality and expense charges. In addition, if a policy is surrendered prematurely, there may be surrender charges and income tax implications.

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.

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