HELPING YOU LIVE MEANINGFULLY THROUGH INSIGHTFUL FINANCIAL GUIDANCE
STEADFAST FINANCIAL PARTNERS
You’ve worked hard to build a life you’re proud of, but the complexities of your financial world can lead you to wonder whether you’re making the right decisions that best support your vision for your future. We’re here to help you discover clarity around where you are now, where you want to be, and how to get there through sound financial plans that are tailored to your needs. Our goal is to help you achieve true financial freedom, so you can count on us to be the partner by your side that helps you make informed decisions, keeps you accountable, and is with you through all of life’s changes. Through our consistent approach and commitment to you, you’ll gain confidence, be empowered to accomplish more, and live life to the fullest.
THE FA WEALTH ADVISORS DIFFERENCE
Led by Scott Fligel and Rick Allen, FA Wealth Advisors is a multi-generational team
committed to your success not only for today, but for years to come. We are passionate
about helping you arrive well-planned in the future while still living the best version of
your life today.
Scott and Rick were both driven to the financial planning industry because of the
opportunities strategic planning can create. Scott witnessed this with both of his
grandfathers, who utilized financial planning to build successful, family-owned
companies. Rick was inspired by the idea of impacting one client at a time and providing
guidance throughout life’s many stages. Scott and Rick started their respective practices
in 1992 and 1986, joining together in 2024 to create FA Wealth Advisors.
YOU CAN COUNT ON US TO BE:
Forbes Top Financial Security Professionals list (July 2022,2023,2024). Research and ranking provided by SHOOK Research. Based upon data as of December 31st of the preceding year. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.