About FSC


Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Tax preparation services offered through Financial ServiCenter are separate and not affiliated with LPL Financial. LPL Financial does not offer tax advice or tax preparation services.

A Service Worth Sharing

Aside from church bulletins, and some basic communications (like websites! 😊), we don’t advertise. We believe providing excellent service and guidance is better than advertising, and as a result the vast majority of new clients are introduced to us by existing clients. 

That’s the Financial ServiCenter difference.

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What Sets Us Apart

We help shape your entire journey

Tax Strategy is Core to our Approach

Tax planning isn’t an afterthought - it’s the foundation. Minimizing your tax burden is key to your success.

We Build Plans With You

Our most powerful tool is a conversation. We take the time to understand what matters most to you and your family - and co-create plans designed to reflect your goals and values.

We Build Your "SWAN" Strategy

Our “Sleep Well at Night” approach is an iterative discussion, design & feedback process. This helps us design, implement, monitor and update your plan with the goal of ensuring you are confident and comfortable in your retirement and with your legacy plans.

We Care for Families Across Generations

We work with numerous multi-generational client families. In some cases, we’re working with the third and fourth generations. As result, we’ve gained significant experience helping develop & execute estate plans, and the necessary details to facilitate smooth transitions. Also, numerous clients have expressed how that they greatly appreciate our team’s empathy and focus on helping them pursue “A Life Well-Lived”.

We’re a True, One-Stop Financial Resource

From retirement planning to professional tax preparation, Medicare, wealth management, and estate planning - we help you navigate and manage your financial plan and legacy.

FAQs

  • 1. What makes Financial ServiCenter different from other financial advisors?

    We have the organization and contacts to provide our clients with comprehensive financial advice, pre – retirement, during retirement and integrating your tax strategy throughout.  Most traditional “Money Managers” either can’t or choose not to provide our level of service, particularly as it relates to income taxes. As your financial coach, we provide not just investment management - but full-service coordination including tax prep, Medicare guidance, estate planning, and more.

  • 2. Do you work with clients who are not yet retired?

    Yes. While many of our clients are in or approaching retirement, we also work with high-earning professionals preparing for a secure and tax-efficient retirement future.

  • 3. What is a “Sleep Well At Night” (SWAN) Strategy?

    It’s a personalized plan we build together - designed to provide peace of mind in retirement. It’s not one-size-fits-all; it’s built around your goals and your family’s needs.

  • 4. Do you offer tax preparation and Medicare services?

    Yes. We have a Medicare specialist on staff and provide professional tax preparation as part of our planning relationship, so everything stays aligned and under one roof.

  • 5. How do new clients typically find you?

    Aside from church bulletins, we don’t advertise. Generally, new clients come to us through referrals - from family members, friends, or other professionals who trust us to provide personalized, values-driven financial guidance.

  • 6. How can I plan so that my retirement income lasts throughout my lifetime?

    As part of our planning process with you, we’ll help you explore options and strategies for generating sustainable income in retirement by considering factors like longevity, market risk, inflation, tax efficiency, and spending needs. Just as importantly, if we think you’re spending too much, we won’t be shy about letting you know you’re putting your long – term financial security at risk.

  • 7. What are some ways to help manage taxes during retirement?

    There are several planning strategies that can help reduce your overall tax liability during retirement, such as Roth conversions, withdrawal order, charitable giving, and tax-efficient investment planning. We’ll evaluate options based on your specific situation. For our Financial Advisory/Tax Prep clients, this is part of our annual review process.

  • 8. When is the right time to begin taking Social Security benefits?

    This is an important planning consideration, and one we help clients decide on frequently.  The timing depends on several variables, such as income needs, health, marital status, and overall financial goals.  We’ll help you navigate and weigh the potential outcomes of different claiming strategies so it fits well into your overall plan.

  • 9. What should I consider when preparing for healthcare and Medicare in retirement?

    Healthcare costs can be a significant part of retirement planning. Understanding Medicare options, coverage gaps, and long-term care needs can help create a more informed and balanced plan. We provide guidance with the help of our Medicare specialist.

  • 10. How can I include support for my children or aging parents in my retirement and estate planning?

    This is a key part of our planning and ongoing management process.  As a result of providing comprehensive advice for decades, we’ve seen firsthand what works well, and when settling estates and can cause unnecessary friction and costs for your surviving family members and heirs.  This knowledge has provided our team with significant insight into account beneficiary designations & maintenance, account registrations, trust accounts and trustee designations, just to name some of the topics.  

    Further, having dealt with numerous families in this final stage of life, our team’s empathy and perspective on “A Life Well Lived” is greatly appreciated by the survivors.