Fiset

Welcome!

Francois Fiset is a local financial expert with national training. As a Registered Financial Consultant, he assists investors in preserving their capital, increasing their income, and more profitably organizing their investments.  Francois is also the financial advisor for the members of Presidents Federal Credit Union, Community Spirit Credit Union, C & O United Credit Union and the customers of Dearborn Savings Bank and Miami Savings Bank.

Francois has been working with investors for over 24 years. As a graduate of University of Cincinnati with two Bachelor degrees in Finance and Economics, he strives to increase the cash flow and net worth while reducing taxes for his clients. He benefits his clients through planning, perspective, and personal service.

When Francois is not helping clients, he spends time with his two daughters, Suzanne and Isabelle. A native of Canada, Francois now calls Indiana home, where he enjoys traveling, shooting, skiing, and hunting.

  

 
Calculators

Savings Accumulation

Estimate the future value of your current savings.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

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Newsletters

HOT TOPIC: Why Watch the Employment Situation

Labor reports showed some signs of improvement in the second half of 2011. This article takes a closer look at the official reports that track employment, factors that held back job creation after the recession officially ended, and whether recent gains are enough to spark more robust growth.

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

Growth, Value, or Both

The average annual return for large-cap value stocks was about 2.1% higher than for large-cap growth stocks, yet growth stocks outperformed value stocks in 13 out of 30 years. This article examines the difference between the two approaches and describes why holding both may help investors take advantage of a variety of market conditions.

For Better, For Worse: Communicating About Retirement

A recent study indicates that couples are not communicating clearly about retirement goals and strategies, even as they approach retirement age. This article offers suggestions to open a dialogue and encourages couples to discuss their retirement needs and desires with each other and with their financial advisor.

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