FS Advisors Wealth Management: Business Financial Planning

Pre-Retirees and Retirees

Dynamic Strategy to Work Toward Protecting Your Wealth

We developed our Dynamic strategy in order to promote wealth preservation in a new way. This conservative strategy is designed to shift dynamically from moderate risk to ultra conservative depending on market conditions, enabling us to help protect your principle without missing out on good opportunities.

Frequently Asked Questions

At FS Advisors Wealth Management, we believe you can do more through an active management approach, which is our forte. As you face key questions and decisions in your preparations for or transition into retirement, we can help you address these questions and find solutions that are tailored to your timeline and preferences.

Do I need to have my mortgaged paid off before I retire? How can I pay off debt while saving for retirement?

How can I adjust my financial plan so I can help care for my aging parents?

How much will I actually need in retirement? Am I on track to reach my retirement savings goal?

Do I need to prepare or update my estate plan? How do I go about it?

How will I need to adjust my investment strategies as I near or enter retirement age?

What should I do with the funds in my workplace retirement accounts?

Can I afford to help pay for my child or grandchild’s college education?

When and how should I start taking my pension distribution or my Social Security benefits?

Active Strategies for Your Ideal Retirement

Wealth Management

Investment Management

Risk Management

Estate and Legacy Planning

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.

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