Clients That We Serve Best

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 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. Proper financial education leads to financially stable employees and better retention in 401K's.

• Credit Union Members -  All categories. FFA serves as the exclusive financial services provider for one of Orlando's oldest credit unions that serves the middle market.

• Retirees - All categories. Most of our clients are pre-retirees or retired that are concerned about wealth preservation. 
  

• Highly Compensated - Employees, business owners; including medical practice, women, corporate officers
  

• Sudden Wealth Attainment - This can be anyone. Our experience in this area is very extensive. We offer very special services uniquely designed and coordinated for this situation.
  

In the above cases, services  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.

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