The impacts of COVID-19 are being felt around the world. To keep our staff safe and healthy, we are
only allowing customer traffic into the entrance of our office until further notice. We are practicing
social distancing as advised by various sources until further notice. We will not be taking in person
appointments at this time, but will continue to support existing and new customers through various
means. We are committed to providing great service and support during these challenging times. Our
staff is being given the option to work from home and will do so on a discretionary basis. Our support
hours remain unchanged: Monday through Friday, 8:30 am to 4:30 pm. Thank you for cooperation and
support and please stay safe and healthy.
Applying global insights to empower wise investments, providing professional asset management of various securities.
Devoted to serving clients throughout the country – protecting your family’s financial future.
We are serious about your financial success
Financial Planning comes in many forms, but for FPIS, Inc. we try to be involved in each client’s financial life as much as possible. Our main focus is financial planning, investments, retirement planning and tax planning, but we are knowledgeable in other financial areas such as insurance and estate planning, charitable giving, education planning, cash flow and budgeting. Our goal is to be available to our clients for any questions that arise in their financial life and guide them through the triumphs and challenges of the various life cycle phases.