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.

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

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

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Newsletters

HOT TOPIC: American Manufacturing: Rebound or Renaissance?

During the last decade, U.S. manufacturing lost millions of jobs to foreign competition. The sector appears to be coming back strong, adding almost half a million jobs since 2010 as productivity rises. This article examines the conditions that originally caused the exodus of U.S. industrial production and those that may bode well for its future.

Investing in the Future

Due to the fiscal struggles of state governments, in-state tuition and fees at public four-year colleges and universities rose dramatically for the 2011-12 school year. The cost of private institutions also continues to increase. This article presents information on the cost of a college education and how a 529 plan may be a helpful savings vehicle.

Pick Up This Split for Long-Term Retirement Income

The number of Americans aged 90 or older almost tripled from 1980 through 2010 and is projected to quadruple by 2050. As people live longer they may need to fund a longer-than-expected retirement. This article discusses how a split-annuity strategy could help provide a long-term income stream.

Small Companies Face Costly Cybersecurity Threats

For many small businesses, the Internet is an important tool, but cybersecuity risks are growing. 40% of all targeted Internet attacks are now directed toward companies with fewer than 500 employees, and just over half of small businesses have a basic cybersecurity plan. This article provides tips to the small business owner about how to shore up their online defenses.

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