Our Passion is helping pre-retirees and retirees become confident in the path ahead
Helping you navigate the investing world for over 35 years
Incorporated in 1985, Financial Services Center was created out of a visible need for guidance on investing for education, planning for retirement and the efficient transfer of generational assets. Individuals and families were, and are still, in need of financial advocates who will help navigate the ever-changing and complex waters of the investing world.
Today, Financial Services Center’s Area of Focus is the preparation for the life-changing event we call Retirement.
We are an independent group of advisors. Being independent provides us the best and widest range of strategies to serve our clients and guide them to their objectives.
Our passion is instilling within you a confidence in the path forward
There’s no greater satisfaction than aiding an individual or couple as they plan and prepare for their retirement. Their initial goal is simple…”I’m going to retire”, but then the hard questions arise.
Are we even able to retire?
Can we maintain our lifestyle?
Will my money last as long as I do?
When should I being Social Security?
What if…?
Our passion is preparing and assisting our clients for their much deserved “permanent vacation”. Through the good times (and not so good times) we’re here to serve our clients as they take on their new normal.