Our Services
A Holistic Approach to Wealth Management

Have enough to retire?
We cover five main areas of proficiency in our financial planning. Our team combines the many different facets of your financial life into one consolidated wealth management plan through our Gold Medal Services. Each area is important individually, but managing them collectively is one of the most important considerations in your overall financial success.
Growth, Risk, Taxes, Inflation, Insurance, Preservation when anyone is out of balance, your entire portfolio can be at risk of not achieving its goals. Therefore, it is important to look at the big picture to ensure all the moving parts work cohesively they all affect one another!
Our approach can help you:
- invest conservatively
- reduce your exposure to taxes
- meet your insurance needs
- provide a plan to successfully transfer your wealth to your family.

Retirement Planning
Want to retire with confidence? Learn how FAN helps you prepare for what’s ahead.

Tax Planning
Proactive tax planning is key to avoiding unintended tax consequences.

Estate Planning
Take the stress out of estate planning see how FAN supports you and your family.

Insurance Planning
When it comes to risk, FAN helps review, assess, and recommend what best fits your needs and financial plan.

Investment Management
FAN utilizes its in-house portfolio manager and experienced team to help you make informed, strategic decisions that align with your risk tolerance.
Explore FAN’s Full Range of Services
Discover our services in person and receive a free financial consultation for you or someone you invite.