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Financial Planning Services


Investments

We offer a full line of investment options using our unique bucket plan process to achieve your goals.

Insurance

From life insurance and liability insurance to Home and Auto and Medicare, we have the solutions you need.

Taxes

We work with CPA’s to put together comprehensive tax strategy plans for your portfolio to save you money.

Estate Planning

Trusts, Wills, Power of Attorney’s, we have the help you need.

Final Settlement Planning

A comprehensive plan for your future and final settlement services.

Community Outreach

Find out how our volunteer work with a non-profit association can help you.

See the testimonials

that our clients have submitted so far

“I had our Trust reviewed and our house and car insurance reviewed and saved over $200/year. FSA offered us ways to secure our IRAS and 457s. I also took advantage of their affiliation with APSA to save money at the LaFointaine car dealership. I have such peace of mind knowing everything I need is in one place and just one phone call away.”

Kim P

“Last spring we met with John Lopez and found him to empathetic, informative and enthusiastic in helping us. The trust that we have developed in FSA through John has cemented our commitment for a long-term association as our prime investment advisor.”

Dale J.

“We would like to take a moment to acknowledge the exceptional treatment that we have received from Nick Shaheen. We have developed a trust and friendship with Nick that has allowed us to feel confident in our investments.”

Paul & Diane P.

Financial Services of America

Financial Services of America Grand Rapids