Financial Advisory Corporation

Invest Your Money Well with an Advisor You Can Trust

Invest Your Money Well with an Advisor You Can Trust

Guidance. Clarity. Confidence.

 RETIRING IN UNCERTAIN TIMES  Schedule a Call

 

Helping you confidently navigate your financial path,

when it matters most.

 

 

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Let’s be honest. Transitioning from the “saving” years to the “spending” years can feel uncertain and even overwhelming.

It’s easy to put off key decisions until it’s too late.

If you've saved well, you should never enter retirement without a clear plan.

 

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IMAGINE WHAT IT WILL FEEL LIKE TO RETIRE WITH CONFIDENCE…

ENJOY TRUSTED ADVICE FROM A FINANCIAL PRO

At FAC, our friendly team of CFPs bring clarity and direction to your unique financial situation, so you know you’re doing it right.

LIVE YOUR PRIORITIES, TODAY AND TOMORROW

We’ll help you clarify the values and priorities most important to you, then organize them into a plan you feel confident following.

MAKE SMART CHOICES ALONG THE WAY

Working for you, our team monitors your portfolio and offers proactive ideas to keep you on track. When “life happens,” we’re there to help.

INVEST WELL IN 3 EASY STEPS

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THE FAC ADVANTAGE™

  • OBJECTIVE BY DESIGN  |  Unbiased and impartial guidance due to our independent and transparent model.

  • CAPACITY TO SERVE  |  50:1 client to advisor ratio, allowing time and attention for personal service. 

  • CUSTOM WEALTH STRATEGIES  |  Completely customized strategy to guide you in realizing your goals.

  • 30+ YEARS OF TRUST  |  Established reputation as an advocate in the financial services world.

  • VALUES-BASED APPROACH  |  Full integration of values and advice in every relationship we steward.

  • CLIENT-CENTRIC TEAMWORK  |  Exceptional service through our client-centered team approach.

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“When it comes to managing wealth, each decision you make could have a major impact on your future. For more than 30 years, our passion is in helping you clarify even the most complicated financial situations, so you can make informed decisions with confidence. We’re on your side. And we’re here to help.”

You Deserve to Have Your Questions Answered

Prioritizing your interests starts before you become a client. Read through our most frequently asked questions to get clear answers. Don’t see your question? Ask and we’ll send you a personalized response.

Who Will I Work with at FAC?

At FAC, you’ll have one of our experienced advisors as your primary point of contact, but you’ll have our whole team working for you. Our experienced advisors will collaborate to make recommendations and our client support specialists will ensure an inviting, seamless experience.

What is Your Client to Advisor Ratio?

We proudly keep a 50:1 client to advisor ratio. This allows us to give your financial plan the time and attention it deserves.

How Do You Pick Investments?

We offer multiple investment options. Our recommendations will be based off a combination of your goals and values.

Is There an Account Minimum Required for Working with You?

To provide you with personalized attention and complete access to our team, we request that our clients have two million dollars in investable assets.

How Much Experience Does the FAC Team Have?

FAC has been serving clients for over 30 years. Combined, our team of advisors has over 120 years of experience.
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HOW WE HELP YOU BUILD CONFIDENCE IN YOUR FINANCIAL FUTURE

Even with a $2 million dollar portfolio, you may feel unsure when it comes to making your money last in retirement and beyond. We offer a proven process that brings clarity and confidence to a variety of financial scenarios, so you can experience confidence in retirement, and peace of mind today.

At Financial Advisory Corporation, we know that you want to retire with confidence. In order to do that, you really need to KNOW that you are on the right financial track, both during and after your working years.

Let’s be honest. The “saving mentality” battles with “spending mentality.”

Does the thought of finally spending down your “nest egg” leave you feeling uncertain, even wondering if you’ll really “have enough?” We all start out with great intentions of investing and saving for retirement during our earning years. Sadly, many have little or no plan for the “spend down” years.

Should someone who’s saved and invested their entire life really be uncertain of how long their money will last?

If you want to KNOW that you are on the right financial track, you need a plan that will last!

We understand how important it is for you to know you’ll thrive in retirement.  For over 30 years, we’ve been helping affluent families create clarity for today, and build confidence in tomorrow, using our proven process.

 

Here’s how we can help:

  1. Schedule a Call  |   In this complimentary consultation, we’ll learn about what’s important to you, and help answer any questions you may have about our proven investment process.
  2. Understand Your Plan  |   Building on your foundation, we’ll help you create a financial plan you understand and can follow.
  3. Discover Confidence   |  Live with peace today knowing you’re following the path to a confident tomorrow.
 

If you’re ready to get the guidance, clarity, and confidence you deserve, then schedule a visit today!

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Your life savings reflect years of smart decisions. Diligence, discipline, and hard work. Moving from the “earning years” to the “spend down” years is different.

 

Today, you’re faced with an entirely new set of choices:

• How much should you spend per year and still have “enough” for your life?
• How should you respond to “financial noise” in the news media?
• How can you help prepare your loved ones to manage their inheritance wisely?
• How will you avoid paying more taxes than you need to?
 

If you want clear guidance to make key financial choices with confidence, then schedule a call with our team today!

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