Services Offered

Our business is built on a foundation of thoughtful client-centered relationships.
We value the uniqueness of each client. Using the services and solutions listed below, we will work with you through the changing seasons of life to help meet your specific goals.
Please contact our office at 267-384-5300 or cag@fifs.com to schedule an appointment.
Let's get the conversation started.
Investments
IRA's (Traditional, Roth, Simple, SEP)
Taxable Investment Accounts
Rollovers from Qualified Retirement Plans
Tax Managed Investment Strategies
Socially Responsible Investment Strategies
Donor Advised Funds
529 and College Savings Accounts
Trusts
We will help you find the investment solution to match your objectives and risk tolerance.
Financial Planning
Retirement Income Planning
Social Security Planning
Long Term Care Planning
Life Insurance Coverage Planning
Disability Insurance Coverage Planning
College Savings Planning
Estate Planning
Let's create a financial plan that assists you in reaching your short-term and long-term goals. Our annual review meetings will help keep you on track.