About Us

The most important thing is to define your goals

What Really Matters

Relevant Reading

We are a financial services company founded in 1997 to help individuals and small businesses achieve one thing...FINANCIAL INDEPENDENCE!

With several years of the ups and downs of the WALL STREET Rollercoaster...we help our clients choose alternative strategies that provide SAFE MONEY retirement solutions...including private lending strategies for real estate!

But ultimately we focus on providing our clients with a plan that 1.  Protection from Market Losses, 2.  Potential Double Digit Returns and 3.  Ultimately a TAX-FREE Retirement that you CANNOT Outlive!

FUSA, LLC dba Fund USA has well over 50 years of financial-planning experience between it's planners.

We are at the forefront of this quickly changing economy and we work closely with our clients because we are fully committed to meeting and exceeding expectations. We also believe in keeping our services affordable to our clients, we make sure to work around your budget.

We are proud that so many of our clients have repeatedly turned to us for guidance and assistance with their financial futures, and we work hard to earn their loyalty every day.


Retiring comfortably to me includes the ability to travel. A lot.


You can easily decide if your future includes traveling all across the world, or if it's just simply retiring somewhere where the weather is perfect all year round. But, having those goals in mind now can help you achieve the financial security you'll need when it's time.

Would you like a worry free future?

Wouldn't we all? Finally, you can have the future you want without the worry of what tomorrow is going to hold for you financially. FUSA, LLC dba Fund USA is dedicated to helping you achieve all of your future hopes and dreams with ease and comfort.