FAI offers financial wellness programs to employers, providing resources and training for their employees. These programs include online packages with mini-lessons, financial information portals, scam alerts, and tracking systems. FAI also offers live seminars covering basic money management, comprehensive money management, and retirement planning. One-on-one counseling sessions are available to help employees assess their financial situation and develop action plans. FAI also offers a Tax Advisor Network service in the Chicago metro area.
Assets Under Management$12M
Clients5
Advisors1
Avg. per Client$2.4M
Avg. per Advisor$12M
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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