FFP Wealth Management, LLC
FFP Weatlh Management is a registered investment advisory firm, federally registered with the SEC. Our typical client has approximately $500,000 of combined investment and retirement accounts. The common factor of our clients is their desire to lower expenses, income and estate taxes, to receive recommendations that make sense to them and services that provide ascertainable value today.
Our services include:
- Investment management
- Comprehensive financial planning
- Retirement income distributions
- Income and estate planning
- Trust services
- Required minimum distribution planning
- and more
In our opinion it is counter productive to increase investment risk to make more money investing while losing funds to unnecessary expenses and taxes. Yet we see this happening to most Americans. Reducing taxes and expenses can be highly profitable and free of the risks of the stock market. We have often said that it is possible to make more money by planning than by making more money.
Financial planning can be complicated as it is a combination of art and math. There cannot be a one size fits all strategy as no two clients have the same financial circumstances. Each household must make decisions about funding the various retirement plans, selecting from tens of thousands of investment and insurance options, implementing the right income tax reduction strategies, debt elimination, retirement and college funding and much more. Our mission is to provide clear and concise information that will allow our clients to make fully informed decisions based on their unique circumstances.
The services of FFP Wealth Management are enhanced by the use of the Tax SuperS
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