Our Clients

 

The following are some of the types of clients that have delegated responsibilities to us:

 

  • Family owned and owner managed business -  family enterprise specialty includes unique assessments and succession tools. See 2006 Pension Protection Act; TitleVI information at our Fiduciary Standards page

  • Rank and file employees - includes FFA's easy to understand educational booklets and other educational creations, 401k start-ups and other qualified plans as well as cost effective employee benefits programs. Proper financial education leads to financially stabile employees and better retention.
  • Middle Market Clientele -  All categories. FFA serves as the exclusive financial services provider for two of Orlando's oldest credit unions that serve the middle market.
  • Retirees - All categories
  • Highly Compensated - employees, business owners; including medical practice, women, corporate officers.
  • Sudden Wealth Attainment - This can be anyone. Having engaged over forty of these cases since 1985, our experience in this area is very extensive. We offer very special services uniquely designed and coordinated for this situation.

In all of the above cases, services varied any where from or included legal and tax advisor coordination, investment implementation, comprehensive written plans, professional money management, succession planning, employee benefit and retention and other services. In some cases, clients may have required Special Needs planning as well as other unique services that require the skills and coordination of specialized professional experts.

 

For further information, click on Request Quote above "Our Clients" , fill out the information form and SUBMIT. We will respond promptly! 

 

         Clients don't care how much we know until they know how much we care!