What We Do for You

Precision Membership

Become a Precision Member of FAPA Financial Services and receive objective, independent advice about all your important financial decisions.

Wealth Building

  • Our unique Pilot Career Earnings Model, individualized for you and your family
  • Investment Asset Allocation Advice
  • Risk Tolerance Evaluation
  • Comprehensive Goal-Based Financial Planning
  • Life Insurance Needs Analysis
  • Budget Calculator
  • Social Security Maximization Analysis
  • College Funding Planning
  • Net Worth Calculator
  • Sideline Business Analysis – We Will “Blow the Whistle” before You Blow Your Money

Wealth Management

We save you money by utilizing Charles Schwab Institutional as your account custodian with lower transaction costs.  We utilize the portfolio options at Dimensional Fund Advisors (DFA) providing lower expense ratios.  FAPA Financial Services receives no trading or sales commissions of any kind.

We do not participate in market timing or stock selection strategies.  We do not believe we can “beat the market” so we choose to allocate our clients’ investments  in lower-cost, diverse portfolios that minimize risk and improve returns.

Who is rich? He that is content. Who is that? Nobody.
Benjamin Franklin