At FFA we provide comprehensive and collaborative financial planning that is custom designed to meet our client’s specific goals and objectives.

Individuals and Families

  • Retirement Savings: Asset Allocation and Investment Strategies
  • Retirement Distribution: Asset Allocation and Investment Strategies
  • Insurance and Long-Term Care Planning
  • Estate Preservation
  • Charitable Giving
  • College Educations


  • Defined Contribution Plans – Design, Installation, Service
  • Cash Alternative Strategies
  • Small Business Planning
  • Buy Sell Agreements
  • Key Man Insurance
  • Business Continuity and Exit Planning