Financial Services

Financial Planning – Full suite of tools to completely round out your financial plan, including education, retirement, estate, and legacy planning.  These services are viewed as necessary in order to accurately recommend any investment strategy.*

Investment Advisory Management – Macro portfolio management of Mutual Funds and Exchange Traded Funds.  Advisory services offered at a reasonable cost, ranging between 0.8% and 1.2%.  Services include quarterly reviews and month analysis of the portfolios.

Insurance Planning – Ensuring that your goals are met in the event of an unexpected property loss, disability,  or death.  We partner with Harvest Insurance to protect your financial house as cost efficiently as possible. This way you can focus your efforts and resources on building your financial future.

Tax Services – Ensuring that your financial planning and tax efficiency are communicating is an important details. We provide tax services through Compass Financial Services in order to make all your concerns are being addressed.

 

*Financial Action, Inc. does not provide legal or tax advice, we provide guidance and recommend professionals to complete these aspects of your financial plan.