Through APSA and our partner Financial Services of America (FSA), we work to develop a comprehensive financial plan that makes the most sense for you and your family. FSA uses a process call Bucket Planning that helps you determine how much money you need now, soon and later in life. By putting a full plan in writing, you will be able to follow a path to financial freedom.
FSA is one of the largest independent, privately owned, financial services firms in the nation, managing over $2 billion in assets for more than 9,000 clients. Being an independent firm allows us to build diverse portfolios with leading worldwide companies in every field. Once FSA has established your goals, we will customize an appropriate strategy to fit your vision and your objectives.