FFG has a deep roster of professionals with decades of investment, tax, accounting, & legal experience who can deliver an unmatched value proposition. We serve high net worth retirees, executives, tech professionals, & successful business owners & strive to ensure they are maximizing their financial efforts.
Our comprehensive advice spans across financial investments, real estate assets, tax strategies, equity compensation, estate plan design, insurance packages, & more. We earn no trade or financial product sales commissions & only have a fiduciary duty to our clients. This model, coupled with our partners' spotless records, reinforces a relationship built on trust & transparency.
Our comprehensive advice spans across financial investments, real estate assets, tax strategies, equity compensation, estate plan design, insurance packages, & more. We earn no trade or financial product sales commissions & only have a fiduciary duty to our clients. This model, coupled with our partners' spotless records, reinforces a relationship built on trust & transparency.
Services
Equity grants are becoming a material part of most compensation packages. At FFG, with integrated tax, investment, and long term modeling tools, we are equipped with the expertise and the holistic viewpoint to help clients understand how to best maximize these benefits. We prepare forward looking projections highlighting the implications of RSU vesting, option exercises, possible 83(b) elections and alternative minimum tax implications of ISOs.
These difficult life events can leave a man or woman in a new position of financial responsibility after relying on a loved one for many years to handle the finances. We help these clients get comfortable in their new role. These individuals are common targets for financial abuse.
Having us as an advocate to coordinate tax and investment services together under one firm umbrella can reduce stress, save time, and mitigate the risk of mistakes caused by miscommunication juggling too many service providers.
Having us as an advocate to coordinate tax and investment services together under one firm umbrella can reduce stress, save time, and mitigate the risk of mistakes caused by miscommunication juggling too many service providers.
Real estate holdings can take many forms - from owning a second home that is partially used as a rental to investing in a qualified opportunity zone that is building apartment and office buildings. There are complex, and often favorable, tax implications from these investments. Additionally, one must consider how these holdings fit into one's overall investment portfolio.
If you own a business, your personal finances and business finances are often in constant overlap. You have to juggle countless service providers - tax accountants, bookkeepers, insurance brokers, retirement plan administrators, investment advisors, etc. The list goes on. What if you had a firm that could coordinate all of these services?
High net worth clients seem to value two things more than anything else - (1) trustworthiness and (2) convenience. With our deep bench of skilled accounting professionals, we can coordinate our capital management services with family office services such as tax preparation, and quarterly household financial statement creation.
Reviews (2)
Richard K.
Sep 23, 2021
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I debated whether to write this review. I ultimately decided to because people's financial wellbeing are an important part of their life, and it's important you put that trust in the right place.
We worked with Tom Vogelheim, before and during his merger with Fiduciary Financial Group. Unfortunately, once he and his team completed our tax return, he stopped responding to all our emails and phone calls. This has been the case for over 6 months.
We have been at a loss why, especially since we've outreached several times requesting additional services like tax advising and estate
We worked with Tom Vogelheim, before and during his merger with Fiduciary Financial Group. Unfortunately, once he and his team completed our tax return, he stopped responding to all our emails and phone calls. This has been the case for over 6 months.
We have been at a loss why, especially since we've outreached several times requesting additional services like tax advising and estate
Ryan A.
Apr 08, 2020
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I have been referring my estate planning clients to Trevor Scotto of Fiduciary Financial Group for a couple of years now. I was so pleased with the feedback I received from my clients, that my wife and I also engaged Trevor to manage our assets and guide us through sound financial planning. He and his team are simply the best in the business. I trust Trevor implicitly and sleep better at night knowing that he is managing our accumulated wealth.
