Services

Financial Planning &   Investment Management
Designed to provide you with confidence and peace of mind for the future
  • Total Wealth Management. a holistic management of wealth, investments and estate
  • Investment Portfolio Management. designing, implementing and monitoring your personalized investment portfolio
  • Personal Financial Plan tailored financial roadmap to your unique circumstances
  • Risk Management analysis of "what if" scenarios to stress test and optimize your plan
  • Consulting on Financial Matters giving guidance and analysis of financial decisions, insurance, retirement, social security, etc.
  • Collaboration with External Financial Team coordination with your CPA, Attorney, Bookkeeper.
  • Multi-Generational Advice speaking with the next generation to assure your legacy.
  • White Glove Customer Service prompt and proactive responses to inquires and requests.



To ensure the highest level of service and attention, our minimum investable assets requirement is:

$500,000

Hourly Consultation

Advice to educate and empower   

  • Certified Divorce Financial Analyst
  • Collaborate with Mediator or Attorney
  • Identify what kind of lifestyle can be afforded
    Help clients identify their future financial goals.
  • Collect financial and expense data
  • Review Financial Documents
  • Data to Support Separation of Assets
  • Analize pensions and retirement plans
  • Set retirement objectives

 


Hourly Fee: $250/hour


One-Time Financial Planning

 A road map for you to implement 

  • Personal Financial Plan
  • Expert Financial Advice
  • Projections to Age 100
  • Analysis of Cash Flow, Income, Expenses and Tax Liabilities
  • Review of Balance Sheet Assets 
  • Planning for Major Life Events
  • "What If" Scenarios
  • Action Items and Plan of implementation



Dependent of complexity

Fee: $2,500-$10,000

Financial Planning

Retirement Planning

Divorce Consulting

Wealth Transfer

Portfolio Review

Charitable Giving

Cash Flow & Budget

Social Security & Medicare

Business Succession

RMD & Withdrawal Strategies

Tax Management*

Estate Planning*







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

Investments

Fee Based Managed Accounts

Tax Advantaged Investments

Brokerage Accounts

Stocks

Bonds

Mutual Funds

ETF's

Defined Benefit Plans

Defined Contribution Plans

Stock Options & RSU's

Alternative Investments

IRA's

Roth Conversions

Environmental & Socially Responsible

UTMA's & 529 Plans

Treasury Bills & Notes

Government Securities

Variable Annuity

Fixed Annuity


Insurance

Life Insurance

Long-Term-Care Insurance

Review of Current Policies

Liability Coverage

Risk Management

Financial Service Professional Recommendations (available upon request):

  • CPA

  • Attorney

  • Real Estate Agent

  • Mortgage Representative

  • Medicare Specialists

  • Private Banking

  • Business Banking 

  • Home & Auto Insurance Services

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

michele.leach@ftpadvisors.com | 818.704.0001 x225