About Us
At FA4Me, we understand that managing your wealth shouldn’t be a daunting task. That’s why we’ve created a user-friendly software to simplify the process. Our team of financial advisors has designed a comprehensive system to help you easily manage your assets, investments, and financial goals.
We are proud to partner with Plan And Act, a leading financial services provider, to serve our clients better.
Combining our technology and Plan And Act’s financial expertise, FA4Me can offer tailored strategies that meet each client's needs. We strive to provide efficient, cost-effective solutions to build and maintain our clients’ wealth.
We are proud to partner with The Pension 401k, a trusted leader in retirement planning, to better serve our clients.
By combining FA4Me’s technology with The Pension 401k’s expertise, we provide tailored retirement solutions that help business owners and their employees achieve long-term financial security. Our mission is to offer efficient, cost-effective retirement plans that make it easier to save, grow wealth, and enjoy a secure future.
Value in the FA4Me Methodology
Experienced investor, Daniel Isenberg, shares the value of the FA4Me methodology as delivered by our client, Plan & Act: Increased understanding of his true portfolio risk; prioritizing goals as liabilities; and obtaining a cash balance plan to fund pending liabilities in priority order.
Get To Know Us & Our Platform
Who We Are and How It Works – Watch These Quick Videos
Who We Are
How It Works: A Quick Guide
Do More For Your Clients
Enjoy wealth and depth of detailed recommendations to provide your clients with:
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Confidence in stable living standards and growing net worth.
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More active and sophisticated wealth deployment.
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Accelerated compounding from tax optimization.
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Suitable risk recommendation to align net worth with future needs.
