Strategies

Applying A Growth-Centric Lens

Financial Service Mania creates a collaborative strategy where our mission is single-minded: we are focused on providing objective, customized advice. We specialize in providing independent assessments and exclusive financial recommendations for our client portfolios. Our clients rely upon us to successfully navigate the range of financial goals they seek to attain.

FSM: Providing the absolute best in financial life planning

Successful investing requires buying when others are selling and spreading your investments.


Financial Discovery


Asset Allocation


Diversification


Solutions


Portfolio Review
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Determine Your Goals

This in-depth conversation frame helps to generalize the needs into concrete and actionable objectives for financial planning.

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Discovery Meeting

This is the starting point for your analysis and financial plan. All assets, liabilities, and circumstances will be uncovered to determine their impact on your goals.

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Your Team Led by Your Planner

Once you are satisfied that the plan is appropriate, your assigned team of a financial planner, portfolio manager, and client account specialist will begin transferring the investment assets to our custody and hold a final meeting to coordinate all details.

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Communication

Communication includes ac to your account information online anytime, quarterly contact and quarterly performance reporting and tracking. An annual review meeting revisits the originally constructed financial plan to illustrate progress and highlight needed adjustments. We hold ourselves accountable for returning messages within a day of receipt.

We Look Forward To Hearing From You.

Share Your Story With Us, We Will Help You Find A Way Out!