We assist our clients in finding an A rated annuity product that best fits their financial situation and goals, while growing their portfolio and keeping their retirement money SAFE! Financial Investment Services (F.I.S.) has been owned and operated by Donna McElroy in Metairie, Louisiana for the past 20 + years.
Donna is a Retirement Protection Specialist that works to build relationships with each of her clients. You are as important as your money. She has reinvented the meaning of what an investment advisor can be. FIS helps people who are preparing for retirement and those who have already retired. She will work to keep your money safe and will help you to create your own pension with guarantees to NEVER outlive your money.
Donna is a Retirement Protection Specialist that works to build relationships with each of her clients. You are as important as your money. She has reinvented the meaning of what an investment advisor can be. FIS helps people who are preparing for retirement and those who have already retired. She will work to keep your money safe and will help you to create your own pension with guarantees to NEVER outlive your money.
Services
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming.
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired - or approaching retirement - please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
Fixed index annuities provide a wonderful safe growth opportunity thru the performance of certain indices. Some examples of indices are the S&P 500, the NASDAQ, the Dow Jones Industrial, Barclays, Morningstar, or Janus. Upon the death of the contract owner, the accumulated value will be disbursed directly to the designated beneficiary and can avoid probate.
Multi -Year Guarantee annuities are made for growth. They allow you to "bank" on the fixed rate that you can count on for a set number of years to help you achieve a desire goal. When planning retirement, although still modest in regards to the stock market numbers, a multiyear guarantee annuity is a safe vehicle of growth for your retirement dollars.
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