We offer One-stop Wealth Management Service

• Investment Management:  stocks, bonds, real estate, gold
• Taxes and Accounting:  preparation, planning
• Estate Planning:  wills and trusts; charitable gifting
• Retirement Planning:  IRA’s, Roth’s, 401k, personal care
• Insurance Solutions:  Life, Health, Annuities

Our Business is Peace of Mind for our Clients

• 20 years managing and serving our Clients
• Professional Licensed Advisors and Staff
• Objective Unbiased Advice
• Safety, Privacy, and Confidentiality always a priority
• Superior Custodial Services and Reporting thru Charles Schwab
• State-of-the-Art Technology & Research

Tell Us What You Want to Accomplish

• No-cost Initial Consultation
• Choose Your Fee Option:  Hourly or Low-fee Asset Management
• Set Goals with your Investment Advisor
• Video-conference with our planning team
• Get feed-back on best strategy to meet your goals
• Adopt your plan

Implement Your Plan

• Pay your planning fee or transfer in assets to a Schwab account we will open for you.
• Sign your Asset Management Contract with FFA and receive your copy of our Disclosure Brochure (ADV)
• For managed accounts, agree on a portfolio strategy  and sign option documents