Services

How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Annuities

An annuity is a contract between a policyholder and an insurance company. You can either make premium payments as a one-time lump sum or as a series of payments over time.

Life

Are you considering a life insurance policy? Review these life insurance basics which can help you get started as you examine the many options available to you.

Social Security

Social Security payments are adjusted every year to keep up with inflation as measured by the Consumer Price Index for Urban Wage Earners and Clerical Workers.

Federal Benefits

FERS and CSRS federal employee retirement benefits are generous, however they will cost you retirement dollars, especially for health and life insurance coverage.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

donna@fisadvisor.com |  (504) 832-8762