What We Do 2 - FS Financial Advisors

What We Do

Tax Planning and Compliance
- Charitable Planning
- Capital Gain/Loss planning and harvesting
- ROTH Conversion Strategies
- IRA/Trust Distribution Planning
- Education Funding Strategies
Business Planning & Consulting
- Business Structure
- Business Succession Planning
- Best Practices
- Risk Management
Retirement & Compensation
- Stock Options Planning
- Income Shifting and Deferral Strategies
- IRA/SEP/401k Planning
- Social Security Strategies
Risk Management
- Life & Disability Insurance
- Long-Term Care
- Health Insurance
- Property & Casualty Insurance
Estate Planning
- Beneficiary Designations
- Wills, POAs and Trusts
- Family Partnerships
- Wealth Transfers and Gifting Strategies
Investment Planning
- Asset Allocation & Diversification
- Income & Growth Strategies
- Capital Preservation
- Short-Term and Long-Term Planning
- Performance Evaluation
Charitable Planning
- Gifting Strategies
- Charitable Trusts
- Donor Advised Funds
Education Planning
- 529 Plans
- Student Loan Analysis
- Roth IRAs