FAAA’s Financial Services

At First American Asset Advisory, LLC, we are dedicated to helping our clients reach their long-term financial goals. Our experienced investment management professionals will help you build a solid portfolio of stable, fixed-income investments. We provide expert advice that will put you on the path to a brighter financial future.

Investment Management Services

Investment Management Services

We are committed to providing exceptional service in several types of investing, including:

Asset Management

Do you have a written financial plan for you and your family? If not, it’s probably time to get started.

Our asset management services will help you learn more about managing and growing your assets. We will guide your investment strategy and help you avoid common pitfalls along the way.

Financial Planning

A financial plan is not a luxury; it’s a necessity.

From home ownership to parenthood to planning a dream vacation, financial planning is what makes it all possible.

Our investment management professionals will:

  • Identify your goals
  • Collect your financial information
  • Develop immediate, medium-range and long-term plans
  • Execute your plan
  • Monitor and update accordingly

Retirement Evaluation and Planning

Our financial professionals are highly skilled at retirement evaluation and planning. We will develop a customized investment strategy that will ensure you live comfortably throughout your golden years.

Available Types of Investment Vehicles

  • Pensions
  • 401(k)s
  • IRAs
  • CDs

Education Funding

Education has become one of the biggest expenses a family may have. Its rising costs require long-term planning.

FAAA will help you save and invest to make sure your child has every opportunity to succeed. Our Investment Advisors specialize in education funding, including tax-advantaged 529 College savings plans.

Client Handshake for Investment Management Services

How FAAA Delivers Results

Our investment management team develops easy-to-follow, customized investment plans for our clients. FAAA’s experienced professionals will provide special financial opportunities specifically designed to help you reach your financial goals.