Calling all MSU employees! FSG has a unique opportunity to work with you while you're still employed, no matter your age! Kyle explains how we can give you personalized service leading up to, and throughout, your retirement.
Mark looks back on the most common statement he has gotten from new clients, "I wish I had come in sooner." We would love to ease your nerves and have a conversation with you about your situation.
Brice recently received an invite to a FREE retirement planning dinner. Upon further inspection, it turned out the host of this dinner was not a properly licensed financial advisor! Watch out for these "FREE" sales presentations. In this video, Brice demonstrates how you can use BrokerCheck.com to look up financial advisors and check their credibility.
You may receive a Standing Letter of Authorization for all your accounts in the mail soon. This is an annual mailing that is sent from TD Ameritrade. Kyle goes in-depth on what you should expect to see in the letter and what it means for your accounts. Please reach out to us if you have any questions on this.
This week Brice clarifies the difference between commission based vs advisory based fees in an investment account.
When searching for a Financial Advisor it is important to look for the abbreviated letters behind their name. Having the right credentials/designations makes all the difference when it comes to education and making sure they will do what's best for their clients.
This episode wraps up the business owner series. How FSG as a group is able to help business owners identify solutions to issues that they deal with. As well as, FSG's ability to educate and empower business owner's knowledge on how to handle those issues successfully.
Biblically Responsible Investing (BRI) is an investment practice that filters out companies engaged in activities that conflict with biblical values. There are several different organizations that define various activities which do not represent Christian values. Learn how FSG uses BRI. See Brice's article to read more on the topic. www.fsgmichigan.com/what-is-biblically-responsible-investing