Services

We are your trusted advisor regarding all aspects of your financial life.

Total management of wealth, investments, and estate planning to provide you with confidence in your future.

Engagement includes:

• Designing, implementing and monitoring a custom investment portfolio
• Personal Financial Plan
• Consulting on all financial matters from budgeting and investing to insurance and retirement planning
• Semi-Annual Portfolio Meetings
• Annual Financial Plan Review
• Consulting with your outside Financial Team such as CPA, Attorney and Bookkeeper etc.
• White glove customer service

We can also provide advice to your next generation as part of your engagement and FTP may service the role as your family chief financial officer.

Minimum Investable Assets:

$500,000

Let us put together a road map and walk through your questions.

You may need advice to maximize your wealth as you plan for a major life event.

Putting together a financial plan allows you to see your wealth and effects of your decisions in one place.

Engagement includes:

• View your financial picture to age 100
• Delivery of Personal Financial Plan
• Review of Cash Flow, Expenses, Income, Assets, Tax Liabilities, What If Scenarios
• Action items to meet goals
• Goal planning for major events, such as retirement, inheritance, wealth transfer or business sale
• 1.5 hour data gathering
• 5-hour Paraplanner work
• 1.5- hour comprehensive financial planning meeting
  

Fee: $2,000-$5,000

Dependent of complexity

Advice to educate, empower and support you as your career evolves.

Leverage the expertise of a trusted advisor who has the experience for guidance on a specific sitiuation or singular goal.

Engagement includes:

• 401(k)/IRA Guidance
• Debt/saving strategy
• Insurance and Tax Planning
• Home buyer roadmap

Subscription/Hourly Fee:

$250/hour or

 $175/month with annual subscription

Retirement Planning

Divorce Consulting

Wealth Transfer

Portfolio Review

Charitable Giving

Cash Flow & Budget

Social Security & Medicare

Business Sussession

RMD & Withdrawal Strategies

Tax Management*

Estate Planning*

*FTP does not provide advise on tax or legal matters. Please discuss these matters with the appropriate profesional

Fee Based Managed Accounts

Tax Advantaged Investments

Brokerage Accounts

Stocks

Bonds

Mutua Funds

ETF's

Defined Benefit Plans

Defined Contribution Plans

Stock Options & RSU's

Alternative Investments

IRA's

Roth Conversions

Environment & Socially Responsible

UTMA's & 529 Plans

Treasury Bills & Notes

Government Securities

Variable Annuity

Fixed Annuity

Life Insurance

Long-Term-Care Insurance

Review of Current Policies

Liability Coverage

Risk Management