Personal Advisory

Personal CFO

Principles & Objectives

Strategic Planning

Liability Management

FFA offers a variety of insurance, financing and estate planning services to better manage clients' asset and liability exposures. Drawing upon our extensive knowledge of financial services, we can help clients more efficiently navigate and coordinate these complex worlds in an easier fashion with less stress and confusion.  Services include:

Insurance

  • Analyze asset exposures:
    • Life/health
    • Income
    • Real Estate
    • Business
    • Car, boat, plane
    • Artwork
  • Determine impact  on  personal financial objectives
  • Review coverages/needs

Financing

  • Help identify, negotiate and place
    • Mortgage
    • HELOC
    • Student Loans

Estate Planning

  • Coordinate services of requisite professionals

  • Executor services available for larger estates

  • Evaluate insurance products to provide for beneficiaries and increase tax efficiency

  • Leverage client knowledge to reduce estate planning costs