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2535 Townsgate Road.
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.
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:
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.
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.
$175/month with annual subscription
Cash Flow & Budget
Social Security & Medicare
RMD & Withdrawal Strategies
*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
Defined Benefit Plans
Defined Contribution Plans
Stock Options & RSU's
Environment & Socially Responsible
UTMA's & 529 Plans
Treasury Bills & Notes
Review of Current Policies
Financial Service Professional Recommendations (available upon request):
email@example.com | 818.704.0001 x225