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Family Wealth Counsel
There are about 3,400 Family Office firms in the country. Most require their clients to have a very substantial net worth or liquid assets. It is not uncommon for these firms to have a 25 million dollar minimum requirement. We offer our services to anyone that is looking for unbiased advice and to delegate these responsibilities so they can utilize their time more effectively. Our Lastly, we offer products when necessary as a solution. Our criteria are that they rank in the highest level for their category. We do not accept trips or other incentives to offer or sell any products or services. - FFA- *We would like to encourage you to contact us about our complimentary FFA Free Look program.
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FFA Family Financial Advocates, Inc. ® |
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Determine whether you should consider refinancing your mortgage. Estimate the potential cost of waiting to purchase a long-term care insurance policy. How much do you need to save each year to meet your long-term financial goals? Required Minimum Distributions Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70. |
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Family Financial Advocates® Phone: 407-740-5900 |
Securities offered & supervised through Wilbanks Securities, Inc., Member FINRA/SIPC
4334 NW Expressway, Suite 222 Oklahoma City, OK 73116 1.888.842.0202
Financial Planning and Investment Advisory Services Through Wilbanks Securities Advisory an SEC Registered Investment Advisor.
Custody through National Advisors Trust, FSB, Charles Schwab Institutional and RBC Capital Markets Corporation.
Investments are not guaranteed.Investment objectives,risks, charges and expenses must be considered before investing. Performance data quoted represents past performance and does not guarantee future results. Investment returns and principal value will fluctuate so that upon redemption client's shares may be worth more or less than their original cost.Information is available through ADV PT 2 as well as product prospectus.
Investments are not NCUA Insured. There is no Credit Union guarantee and accounts may lose value.
The Family Financial Advocates Journal , Intellectual Property The Family Values CD & A Career in Music...How To Stand a Chance, Products offered through Family Financial Advocates All Rights Reserved "The Professor Fiducio, Dr. Noteworthy, Chef Flavorio Potluck service mark used and owned by FFA.
My Family Financial Journal copyright Jan. 3, 2005 All Rights Reserved E-mail contact partner@familyadvocate.net or call admin. FFA office 407-740-5900
National Advisors Trust, FSB is Certified to the ISO 9001:2000 Standard. Certificate #FS 93294 An International Measure of Quality Management Systems and Processes.