Our Mission is to assist clients achieve life goals through the proper management of their financial resources, by partnering with clients and providing solutions to their personal financial planning needs. We provide comprehensive financial planning services to individuals, families, and small business owners.
We are committed to providing our clients with quality financial planning and investment advisory services with the highest level of integrity and professionalism. Online forms to save our clients time and paper! Forms include Financial Life Checkup, Risk Tolerance Questionnaire and Confidential Data Gathering Questionnaire.
We are committed to providing our clients with quality financial planning and investment advisory services with the highest level of integrity and professionalism. Online forms to save our clients time and paper! Forms include Financial Life Checkup, Risk Tolerance Questionnaire and Confidential Data Gathering Questionnaire.
Services
We are an independent firm providing comprehensive, fee-only financial planning and investment advisory services for individuals, families, and small business owners. FFP is a Registered Investment Adviser licensed with the State of Florida Office of Financial Regulation and the State of Wisconsin Department of Financial Institutions - Division of Securities.
We provide comprehensive financial planning services to individuals, families, and small business owners. Equity based compensation plans (Employee stock options, restricted stock plans), deferred compensation. Retirement distribution phase (estimated income needs, projected life expectancy, safe portfolio withdrawal rates).
Our business model is very simple. We are committed to providing our clients with quality financial planning and investment advisory services with the highest level of integrity and professionalism. As an independent Registered Investment Advisory firm we are governed by the Investment Advisers Act of 1940, which among other things, states that we will act in a fiduciary capacity in all our client engagements.
Online forms to save our clients time and paper! Forms include Financial Life Checkup, Risk Tolerance Questionnaire and Confidential Data Gathering Questionnaire. It is designed to help you think about and assess how satisfied you are with the many aspects of your financial and personal life. This is used primarily in the design and development of a suitable asset allocation for your investment portfolio.
Reviews
Be the first to review Focused Financial Planning.
Write a Review