Our Services

Financial Educational Systems aides individuals and companies in all areas of financial planning, including:


Retirement Planning 



  • Making the most of your IRAS and employer-sponsored retirement plans

  • Determining how much you will need to comfortably retire

  • Managing your assets before and during retirement


Tax Management



  • Making sure you do not pay a penny more in taxes than is required by the law

  • Referring you to a qualified tax specialist


Estate Planning



  • Reviewing your wills and trust

  • Preserving your estate for your intended heirs

  • Helping with beneficiary designations

  • Reducing exposure to estate and probate costs

  • Coordinating with your tax and legal advisor, or recommending one to you


Risk Management



  • Reviewing existing insurance policies

  • Recommending appropriate policy changes

  • Finding the best policy for your financial situation


Investments



  • Determining your asset allocation needs

  • Helping you to better understand your risk tolerance

  • Recommending the appropriate investment vehicles

  • Assisting you in every way possible to reach and exceed your goals


Education Funding



  • Researching investment and accumulation strategies to help you save for your children's college education


Employee and Executive Benefits



  • Helping your business attract and retain qualified employees through benefit packages