PersonalFA
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This site is currently under construction, and will be coming soon.

This is the newest version of PersonalFA upgraded to faster more efficient servers.

PersonalFA is designed to give you the tools to be your own Personal Financial Advisor.
  • Avoid conflicts of interest
  • Save Time
  • Save Money
  • Tailor a Financial Plan to meet your Personal Goals
  • Get access to some of the most sophisticated and easy to use financial planning tools available
  • Store personal profiles that are utilized in PersonalFA Calculators
  • Get 24 hour 7 day a week access from virtually any internet capable computer
  • Financial Education
                                                Putting together a good long term financial plan is about more than just picking the top performing money managers. Having an in depth understanding of what your financial goals are and what it is going to take to achieve them is just as important. A sound financial plan will not only help you to define exactly what your financial objectives are, but it is also a way for you to identify any flaws you may have with the way that you currently manage your money.

An effective long term investment strategy is about selecting sound investments, efficiently managing your finances by keeping your maintenance and money management fees low and having a well thought out strategy to accomplish your goals. All of those aspects are equally important.

Some individuals are afraid to venture out on their own because they just don't feel like they can meet the aforementioned criteria or might feel like it would take too much time to manage their investments on their own. PersonalFA will help you to develop and manage an ideal long term money and investment strategy all while allowing you to avoid conflicts of interest, save time and save money.

What's the impact of your costs on your long term investment strategy?   Click Here


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