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Financial Services Center, Inc.


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The advice you need, the service you deserve.

Comprehensive Financial Planning

How Your FSC Financial Planner Works With You
Once you've chosen a financial planner, you'll find the whole process quite simple and reassuring. Your initial appointment with your FSC Financial Planner is free and gives you both the opportunity to get to know each other and for you to provide some basic information that will help assess your financial situation.

Your FSC Financial Planner will explain what the service provides and the costs and fees involved. You will be fully informed of the costs of the service before making any commitment to proceed.

It's not mysterious, complicated or difficult. While you're providing your financial planner with information, you'll get to understand your own financial situation better. The process consists of a few simple steps that will produce a clear 'road map' of your financial situation.

Do You Need Professional Financial Advice?-
With so many investment options, you need help and advice you can trust from a professional financial adviser who understands your needs.

Q. Do you feel your money could be working harder for you, but don't know how to make it happen?

Q. Are you concerned about whether you'll have enough money to live on when you retire?

Q. Does your business need assistance in designing and implementing a qualified retirement plan such as a 401(k), SEP, SIMPLE, etc…?

Q. Are you concerned about whether you'll have enough money to send your children to college?

Q. Do you have money to invest (like a retirement payout, or the proceeds of a business) but don't know how best to invest it?

Q. Are you concerned about whether you'll be paying too much in income and estate taxes?

Q. Are you adequately protected if something goes wrong with your health, your home, or your business?

If you've asked yourself any of these questions, FSC Financial Planning could help point you in the right direction.

To arrange for an initial complimentary meeting with one of our advisors, please call us at (845) 876-1919.







MLevy@FinSerCtr.com
Ph.  845 - 876 - 1919
Fax: 845 - 876 - 0651
3944 Rte. 9G, Red Hook, NY 12571


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