Education in Personal Money Management
Advice That is Objective, Trustworthy & Credible
...

Building Prosperous Generations...
One Person at a Time

It's Your Money...
Take Control of it

FAI has helped thousands of employees of national organizations control their financial destiny.

We can help you too!

Empower yourself to take charge of your financial future today!

FAI is Changing the Way People Get Personal Financial Help!

What Others Have Said

“Americans have to take responsibility today for planning and saving for their retirement. Otherwise, they may have to work far longer – or endure a lower standard of living – than they anticipated.”

Carl George, CPA, Former Chairman, AICPA’s National Financial Literacy Commission


Since 1980, FAI has provided unbiased and completely objective money management seminars, workbooks, video stream, online courses and financial coaching for the employees of major corporations, unions, government agencies and the U. S. Military. FAI sells no insurance, investment, or financial planning products of any kind… just pure education.


FAI's "Financial Wellness Services":

    

        Our Clients Include

        General Motors
        State Farm
        Harris Bank
        U. S. Military
        Many More...

        View Full List

          What Others Have Said


          [The SEC plans a] “sustained and increasing focus” on protecting the assets of the aging baby-boomer population. The SEC recently coordinated a meeting of regulators to determine how they can coordinate efforts to protect senior citizens. The regulators have brought several enforcement cases alleging a variety of improper investment schemes designed to defraud seniors.


          Christopher Cox, Former Chairman, Securities and Exchange Commission

          A. Online Packages:

          1. Basic: 401(k) or 403(b) narrated Mini-lessons (50 minutes / customized for the employer’s plan)
            2. Deluxe: #1 with 51 additional narrated Mini-lessons (3 hours / includes Excel Spreadsheets, PDF’s, JPEG’s and quizzes)
            3. Premium: #1 and 2 with a Financial Info Portal, and Semi-monthly Scam Alerts (Includes a content management system  that provides detailed reports of individual usage, incentive offerings,email alerts and more)

          B. Other Services:

                  1. Live Seminars:

                      a. Early Career…Basic Money Management 

                      b. Mid-Career... Comprehensive Money Management

                      c. Late Career... Retirement Planning

                  2. One-On-One Counseling

                  3. FAI's Tax Adviser Network: click below for more info (available only in Chicago Metro as of 2016)


          FAI's Messages:

          • Financial Stress Affects Health. Eliminate stress. Be healthy! Recent surveys and studies indicate:

              • 58% of employers say "financial illness" plays a role in employee absenteeism

              • 81% of those surveyed identify money as a major source of stress in their lives

              • 71% of Americans do not have a formal investment plan to help them reach their goals

              • 48% of respondents aged 25 to 69 who are contributing to a retirement plan do not feel prepared for retirement

              • 57% of those surveyed have not calculated how much they will need in retirement to maintain their current lifestyle

              • The Psychology of Money Affects Financial Decisions

              • Make "at Least" One Positive Change in your Financial Life!

              • It's time to take control and get the most out of what you make so you can enjoy peace of mind and security!


          Click here to check out our new Tax Adviser Network website.


          Click here to get a brochure about our Network