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Services

Mary Sommers Carden and the professionals at FS&I can help you formulate goals, develop strategies, and identify financial solutions. Whether you are setting targets for one area or many, Mary Sommers Carden has the expertise to help guide you to financial independence. 

FS&I specializes in:

Investment Management
Reducing Income Tax Strategies 
Claiming Strategies for Social Security Optimization 
Estate Analysis
Managing the Risks
Comprehensive Financial Strategies
College Funding Alternatives
Spending & Savings Strategies
Retirement Planning Process
Active Portfolio Management for Clients 401(k) & 403b accounts