FFA Family Financial Advocates

Family Business Advisory

Preserve Your Business

Protect Your Assets

Celebrate Your Family

Create Your Legacy

Educate Your Successors

If the words simplicity, benevolence, transparency and trustworthiness are important to you, then we would like to encourage you to review our services.

"Families of wealth have singular needs that are not often recognized by today's advisory industry. They desire a level of relationship with an advisor in whom they may place their deepest trust. James E. Hughs, Jr., Esq. calls such an advisor "personne de confiance", - a French term indicating the ultimate level of trust. According to Hughs, "personne de confiance" are the people of confidence families and individuals trust to be windows to the development of their human and intellectual capacities."© From Gray Matter Strategies, LLC

We offer our services to you with the highest level attention and fiduciary responsibility, representing only your best interests. We do not accept incentives to offer or sell any of our services or products. We are structured to "sit on your side of the table." 

All of this makes our role very different than a traditional financial advisor. Our obligation as your advocate and fiduciary forms the very foundation required to act as your trusted advisor, hence our name Family Financial Advocates®.        

- FFA- 

*If you are dissatisfied with your current advisor, your trust bank's services, or you would like a second opinion then we would like to encourage you to contact us about our FFA Free Look Program.

 
Calculators

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Lease Payment

How much would your monthly lease payment be?

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

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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.

GDP: Measuring the Economy

It's likely you've heard a lot about the gross domestic product (GDP) if you follow the news. But what is its impact on the national economy and how has the Great Recession impacted the GDP? This primer explains the numbers behind the GDP and what it ultimately tells us about the economic health of the nation.

Retirement Plans for Small Businesses

With standard 401(k) plans, the amount a company's owners can contribute to their own retirement account is often restricted by how much other employees contribute to the plan. With the safe harbor option, owners may be able to make larger contributions for themselves in exchange for making tax-deductible contributions or "matches" for employees.

Do You Have Enough Disability Coverage

Disability can affect anyone without notice, and a well-paid professional in the midst of a productive career has much to lose if he or she suffers a medical problem and is unable to work. But there are ways that high earners can expand their coverage and help ensure that their income, assets, and lifestyle are not at risk from a potential disability.

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