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


  • 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