Our Services

 

Some of our services include the following:

             "We do the grunt work! Here's How" 

WE START WITH:

  • Family Financial Analysis and Engineering - To determine what we need to recommend to reinforce your financial foundation.

THEN WE REVIEW:

  • Retirement Planning - Addressing how not to outlive your money, organizing your estate, tax planning, asset protection, and health concerns.
  • Professional Portfolio Management - Consisting of properly diversified, tactical asset allocated non-conflicting investments. See FFA Portfolios. *Special private banking services available for high net worth clients.
  • Business Succession Planning - Assisting in determining the owner's best exit strategy.
  • Trusts and Custodial Services, Family Office, Security & Confidentiality - All are low cost, no minimums geared for the middle market to high net worth investor. See Estate & Probate on our home page, left control bar. 
  • Qualified Retirement Plans - No minimums, Daily Valuations, open architecture, compliance with the 2006 Pension Protection Act, maximizing your contributions that are IRS compliant - means easily customized plans with lots of great choices. We can also include FFA's mutual fund portfolios that have five different risk adjusted choices . See FFA Portfolios for a twelve year track record. These include active management and passive models. TPA services are available. *** See Further Explanation Below!
  • Employee Benefit Participant Education - Financial education workshops that are easy to understand. Your employee benefit package is critical to your success. Contact us for additional information about how to insure your most valuable assets.

 401K Investment can be varied. Included can be individual fund choices, actively managed portfolios, passive investment choices and passive risk adjusted portfolios. See FFA Portfolio's and Fiduciary Standards for further information. 

                                                                      We Also Offer: Click Here

 

"With a definitive, step-by-step plan...oh what a difference it makes! You cannot fail, because each step carries you along to the next, like a track..."

                                                                         Scott Reed

 

For Further Information click on Request Quote Above "Our Services" and fill out the information request form and SUBMIT! We will respond promptly.