05|05|2023
Wonderful News! | Office Announcement
We are excited to introduce Ashley Walker to our FFS Team! Ashley is your scheduling captain and will be managing the day to day operations to help keep our staff on...
03|31|2023
Office Announcement | March 31, 2023
It is with humble gratitude and tremendous appreciation that we announce the departure of Stefanie Gatti as our Administrative Assistant. Stef has recently accepted a position within the Peyton...
01|13|2023
2023 Contribution Increases
AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: IRA, ROTH, SIMPLE, 401K, Contribution IRA and 401K annual contribution limits rose for 2023. This...
08|11|2021
Change Is Good! | August 11, 2021
We’ve opened the doors to our new building and can’t wait to show you around! Located in historic downtown Monument, you’ll find us conveniently located at the corner of...
05|22|2020
Wonderful News!
Financial Action, Inc. is excited to introduce Kerry Hilsabeck as a member of our team! Kerry has lived in Colorado Springs for 13 years and has a Bachelor’s degree...
03|13|2020
What a year! Let us announce…
Hi, Everyone! As many of you know through your reviews this year, we have overcome a large hurdle in our office and are still managing to grow our...
03|12|2020
COVID-19 Announcement
We pray this finds you and yours healthy! That being said, we absolutely understand any and all concerns people are having regarding COVID-19. With Colorado announcing a state of emergency, we have decided...
12|02|2019
Charles Schwab Corporation to Acquire TD Ameritrade
The Charles Schwab Corporation announced an all stock acquisition of TD Ameritrade Holding Corporation. A brief summary from the press release is below: SAN FRANCISCO & OMAHA, Neb.–(BUSINESS...
07|05|2019
Big Announcement!
Financial Action, Inc. is happy to introduce you to Brandon Williams as an Investment Adviser Representative! While I tell you a little about him and his financial industry experience,...
05|31|2019
4 Reasons to Not Leave Your 401K Behind
I worked at that place for 7 years. They were always good to me. Their 401K always did well for me. I’ll just leave it there… NO!!! 401K Performance...