FIA Services customizes portfolios for each Client depending on their individual financial and retirement goals.


We use various portfolio models which correspond to the Client's Statement of Investment Policy and risk assessment.  


Shown to the right are three sample portfolios showing allocations for a conservative, moderate, and aggressive allocation plan.


The conservative portfolio allocates stock and bond investments in the approximate range of 30% / 70%, the moderate portfolio uses 50% / 50%, and the aggressive is 80% / 20% stocks / bonds.


These are examples of three possible allocations, and our SIP options include the choice of several other methods.


In addition to using very low cost (no-load) mutual funds and ETFs (exchange traded funds), our Clients also have the option of choosing individual stocks, municipal bond funds, and alternative investments.


We can help "Set a Course for Your Financial Future".

Call: 850-677-8202 for a free consultation

Note:  Investing in securities involves risk of loss that clients should be prepared to bear.

Our Services Include:

  • Investment Management
  • Financial & Retirement Planning
  • IRA and 401-K Rollovers
  • New IRAs, SEP Plans, and 401-K plans
  • CPA and Real Estate services through:

Our Services

           

    FIA Services