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