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Wealth Planning Services | FSI Wealth Management

At FSI Wealth, we offer comprehensive wealth planning services to help you see the big picture. Our team understands that there are many factors to consider and we work closely with our clients, who are often highly educated professionals, to ensure nothing is missed. We believe that financial planning is not just about money, it's about getting to know you, your family, and what's truly important to you. We strive to educate our clients about the markets and investments so that they can feel more confident and achieve better clarity and peace of mind. Let us help you achieve your financial goals and secure your future.

"We guard the wealth of the most productive people on earth."

Paul, a strong believer in independence, sees wealth management as a natural fit. He recognizes that wealth management allows clients to align their values with their resources, effectively addressing a range of needs including finances and family matters.
 

Client Centered

"Today, as a successful Financial Wealth Planner with over 30 years expereince, I take pride in guiding my clients towards financial freedom, sharing my extensive knowledge and expertise to help them achieve their goals." 


Paul A. Neves, CFP®, ChFC®

Our process

Our process starts with a discovery meeting where we learn about our client's financial situation, goals, and values. Based on this information, we create an investment plan tailored to their needs, and present it to them for review. Once the plan is agreed upon, we implement it and regularly review and adjust it to ensure it remains aligned with their goals.

Our process benefits the client by providing a comprehensive and personalized wealth management plan that helps them achieve their financial goals while taking into account their unique values and priorities.

Our commitment to a limited number of clients ensures that we can provide the necessary time and resources to achieve success.

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With a focus on quality over quantity, we limit the number of clients we work with in order to ensure a highly involved and successful wealth management process that requires a significant investment of our own time and resources.

3 Reasons Why Meeting with Your Financial Planner Shouldn't Be Delayed 

Investments and taxes are complex and interdependent. Strategic planning is essential to ensure that all aspects work together in harmony.

By putting off meeting with your financial planner, you risk:

  1. Missing out on potential performance gains due to overly conservative investments or misplaced funds.
  2. Overlooking tax-saving opportunities that could reduce your tax bill and improve your overall financial health.
  3. Underestimating your insurance needs, which can leave you vulnerable in case of unforeseen circumstances.


Don't wait until it's too late! Get Started NOW!

Our Financial Planning Process Is Designed To Help YOU Achieve YOUR Goals.

Here's what YOU can expect:

Discovery Meeting: In our first meeting, we'll discuss your current financial situation, values, priorities, and goals. This will help us determine where you are, where you want to go, and how we can create a plan to get you there.

Investment Plan Meeting: Based on the information we gather, we'll create a comprehensive investment plan that includes a graphical representation of your current situation and recommendations to bridge any gaps. We'll give you time to review our recommendations to ensure you're comfortable with our approach.

Mutual Commitment Meeting: If you decide to move forward, we'll execute the necessary contracts and documents to put your plan into action.

Wealth Management Team Meeting: You'll meet with our team of experts to prioritize the next steps in your wealth management plan.

45-day Follow Up Meeting: After 45 days, we'll meet to review your progress and help you organize a wealth planning notebook for future reference.

Regular Process Meetings: We'll meet regularly to review your plan, adjust for any life changes, and ensure you're on track to achieve your goals. Our meetings will include scenario planning, presentation of recommendations, plan implementation, reporting, and follow-up.

Let's Get Started

Our History Of Delivering Proven Results

At our firm, we have a proven track record of delivering successful strategies to our clients. Our team of experts has years of experience in wealth management and financial planning, and we are dedicated to providing our clients with personalized and effective solutions that meet their unique needs and goals. By leveraging our knowledge, expertise, and state-of-the-art tools and technologies, we help our clients navigate the complexities of the financial landscape and achieve their long-term financial objectives. We are committed to building long-lasting relationships with our clients, based on trust, transparency, and open communication. Our history of success speaks for itself, and we look forward to helping our clients thrive and prosper for years to come.

Let's Get Started Today

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Schedule Your 20 Minute Ask Me Anything Today!

paul@fsiwealth.net |  (619) 681-1900

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