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
