You worked hard to secure your wealth.
Our first priority is to protect what you entrust to us. As a thoughtful, caring steward, we help those with more than $2 million plan and invest for their financial goals. Our family office services include financial planning and comprehensive global wealth management for individuals and business owners.
FIS believes a well-crafted financial plan expresses your most meaningful values and goals. Our process drives to your clear goals and helps focus your actions thus allowing you to proceed with confidence.
Life is unpredictable. It is our goal for you to go forward with a sense of confidence. With Faith Investor Services, you have a team of professionals by your side to guide you through life’s challenges and uncover opportunities. We guide you in planning for life’s unexpected events:
- Career change, whether expected or unexpected
- C-suite executive compensation
- Caring for aging parents and subsequent Inheritance
- Loss of a spouse
- Divorce
Over the course of a series of meetings, our team works to define your immediate and long-term goals. Our team carefully crafts and refines your plan. Planning areas may include:
- Personal money management
- Tax planning
- Estate planning
- Retirement planning
- Business planning and consultation
- Education planning
- Charitable giving
- Insurance assessment and risk management
Throughout the planning process, recommendations are provided to you from Jay Peroni, CERTIFIED FINANCIAL PLANNER™, Jason Kreke and our investment management team. Our goal is simple, we have the intention of helping you flourish.
In addition, we actively collaborate with the other trusted accounting and legal professionals in your life to help you achieve both your immediate and long-term financial goals.
Visit our Investment Management page to learn more.
Our team will contact you throughout the year to review your financial situation and note if any changes have occurred that may impact your plan.
Continued follow-up helps ensure you stay on track towards your goals. Once a sound plan is crafted, the next critical part of the process is to monitor the results.
