Our Services
Financial Action's online financial planning program, is leading the industry into a new era of online financial coaching and life planning.
"Financial Coaching" is more than telling people where to invest. With the cost of living skyrocketing, families need to find a way for the dollar to stretch even farther. "Financial Action" assists clients with all financial needs - from managing current expenses to advanced estate planning issues. Our strategies and investment analysis will meet your current needs, solve financial problems and free up money for your future dreams. Our service is built around giving solid unbiased advice tailored to individual situations.
NO COMMISSIONS. Financial Action takes pride in being an independent financial planning and investment advisory firm. This allows our CERTIFIED FINANCIAL PLANNER™ professional as well as our Investment Advisors to be truly unbiased as they coach you toward a more secure financial future.
Financial Action provides personal one-on-one financial counseling and planning services. Why should only the wealthy have access to information that leads them to a healthy financial life?
In 2006, the US Government passed The Pension Protection Act of 2006. The new pension legislation is urging employers to offer investment advisory services to their employees. Financial Action's - Investors Edge offers a solution to this. The 401k and Retirement Plan assistance program allows plan participants to distinguish which funds are most suitable for their individual situation while also assisting the employer in complying with any changes in law.
Do You Have a Retirement Plan?Protect it during these times of high market volatility.
For about $.50 a day Investors Edge advisors will assist and educate you on how to effectively allocate your retirement savings. |
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Members
Financial Action Member Benefits include:
- Unlimited access to our financial advisors
- Personal financial advise tailored to your goals
- Access to advanced industry tools:
- Calculators, data sheets, schedules and more
- Advisors with over 30 years of experience here to help you!
This is not a one day seminar experience. We will continue to work with you as you build your financial future and meet your financial goals.
Learn how your employees can benefit from this innovative workplace financial planning program - either as an employer sponsored benefit or a discounted employee paid option.
Financial Action In The News
Financial Action Press Release.
US News and World Report
 
Quick Downloads
Financial Planning as an Employee Benefit. (pdf)
Financial Action, Inc. Press Release. (pdf) |
