Accumulation Phase
Building assets through saving and investing
- What accumulations options are available to you? Which is the best choice?
- How much should you be saving/investing?
- What should you invest in?
Retirement Planning
fee-only financial planning
Retirement Planning
We not only help our clients determine how much income they will need to retire without the fear of running out of money, but also Social Security optimization, Medicare planning, HSA, and Backdoor Roth accounts. For those already IN retirement - we help them maximize their existing nest egg.
how we help
The Three Phases To Retirement Planning
Retirement Planning generally is made up of 3 stages: Accumulation, Preservation, and Distribution. FIS can help with each of these phases.
Preservation Phase
Securing and protecting the wealth you have accumulated
- How should your portfolio change over time?
- Reducing expenses
- Tax Planning
- Risk Management & Insurance
Distribution Phase
Putting your retirement savings to work for your retirement and legacy
- Retirement Income Planning
- Health Insurance
- Estate Planning
We Want To Hear From You
Contact us today to understand more about the white-glove service we provide to clients across the United States as their Fiduciary Fee-Only Investment Advisors.