Fleetwood Benefit Services, Inc. is committed to maintaining the highest standards of integrity and professionalism in all our dealings. We strive to know and understand our client's financial situation and provide only the highest quality information, services and solutions to help our clients meet or exceed their financial objectives.
Fleetwood Benefit Services, Inc. is an independent, comprehensive wealth management firm that provides investment advisory services while generating a written financial plan for our customers. We serve clients in Oklahoma, various locations in Texas and other locations throughout the continental United States. Over the past 33 years our firm has developed a proprietary consultative process helping families and businesses with innovative financial strategies and solutions that that result in financial clarity, security and overall financial health. Our planning process include portfolio cost and risk assessment, wealth transfer, retirement income analysis and tax mitigation strategies.
Fleetwood Benefit Services provides investors with custom-tailored investment strategies to develop and meet short-and long-term needs. We provide full transparency in the form of separately managed custom accounts as part of the overall financial plan. Our firm's objective is to help our clients realize their financial dreams by offering creative solutions and results through an open, transparent planning process. As a fiduciary we are obligated to put our client's interest first.
Making strong commitments to our clients and building life-long relationships are tenets of our success at FBS, Inc.
