Welcome - Holistic Planning

Welcome to Retireable, where long time advisors Michael Wallace and John Sauger discuss all things retirement. 

In this episode, Mike and John interview Richard David James, founder and owner of Financial Services of America, an independent Holistic Planning Company based in Michigan.  They also share a few stories of what is happening to the families they work with in the world of Holistic Planning.

Advisor | Financial Services of America (FSA) | Warren (fsa1.com)

 

Insurance products are offered through the insurance business Financial Services of 
America (FSA). Financial Services of American (FSA) is also a Financial Services practice 
that offers securities products and services through AE Financial Services, LLC (AEFS), 
member FINRA/SIPC. Financial Services of America (FSA) is also an Investment Advisory 
practice that offers investment advisory products and services through FSA Advisors 
(FSAA), a Registered Investment Advisor. AEFS and FSAA do not offer insurance products. 
The insurance products offered by Financial Services of America (FSA) are not subject to 
regulatory requirements and standards of care applicable to registered representatives 
and are not subject to investment advisory requirements. AEFS, FSAA and FSA are not 
affiliated companies.
Any and all other services referenced are an outside business activity not offered through 
or supervised by AE Financial Services, Inc. (AEFS), member FINRA/SIPC or Financial 
Services of America Advisors (FSAA), a Registered Investment Advisor. AEFS, FSAA (and 
any other entities] are all separate and not affiliated entities.
Financial Services of America (FSA) advisors may refer you to local CPAs for tax services 
(including our business partnership with FSA Tax & Accounting) and attorneys for estate 
planning services (including our strategic partnership with Benjamin T. Vader, PLLC), if 
needed, to coordinate and collaborate with you and your advisor on your holistic 
financial plan (with proper, written authorization).”
This podcast is intended for informational purposes only. It is not intended to be used as 
the sole basis for financial decisions, nor should it be construed as advice designed to 
meet the particular needs of an individual’s situation.
Financial Services of America is not permitted to offer and no statement made during 
this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed 
by the U.S. Government or any governmental agency. The information and opinions 
contained herein provided by third parties have been obtained from sources believed to 
be reliable, but accuracy and completeness cannot be guaranteed by Financial Services 
of America. 2697647-3/23