Taking care of people, not just their money
As an independent, family-owned and operated wealth management firm, we have a distinct perspective on financial advice. Everything begins with the client and what they want to accomplish in life. With a comprehensive picture of hopes and dreams, we work to create a financial plan to guide future decisions.
We Strive To:
+ Be a sounding board for our clients
+ Get to know and understand our clients' life goals
+ Create, implement and monitor financial strategies
+ Reduce the financial stress in life
*Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. FFG does not serve as an attorney, accountant, or insurance agent. FFG does not prepare legal documents or tax returns, nor does it sell insurance products.
Our Investment Strategy
We view our portfolios as pyramids built on a solid foundation for growing and preserving wealth. Our clients' individualized investment pyramids come in all shapes and sizes. Our strategy is to maintain diversified portfolios instead of trying to time the market.
Tailoring your portfolio
Financial goals and risk tolerance change over time. We provide ongoing advice and counsel by structuring, monitoring, and adjusting our client’s portfolios based on where they are in life and what they want to accomplish.
