Topics we can educate you on.

    • College planning
    • Cash flow & budgeting
    • Insurance planning
    • Major purchase planning
    • Retirement.
    • Estate Planning (wills, trusts, etc.)
    • Life transitions (death, divorce, etc.)
    • Tax planning
    • Investments/asset allocation
    • Stock options & equity compensation

If we’re part of your benefits package at work, you can enjoy
all of these services through FSFE:

  • One-on-one TelePlanning™ with certified professionals not sales people.
  • Live web-based training customized for your company.
  • Financial check-ups to help you keep your eye on the ball.
  • A customized financial plan for your specific goals.
  • 24/7 access to information-packed content:
  • Educational videos
  • Timely articles
  • Presentations
  • Financial calculators

Don’t have us as a benefit at work yet? Tell your company’s benefits department about us!

Recent Articles for Employees