Personal Advisory
Personal CFO | Principles + Objectives | Strategic Planning | Estate + Liability Management
Personal CFO
FFA acts as a personal CFO to help simplify and manage your financial affairs utilizing a unique combination of strategic planning and portfolio management skillsets.
Client services are highly tailored with senior-level attention ensured. As such, we can coordinate all your legal, accounting, investment, insurance and estate planning issues to cost effectively achieve your financial objectives.
Investment Principles + Objectives
FFA takes a fundamental, long-term investment view highlighting growth and capital preservation. In addition, we seek to enhance risk adjusted returns by investing a portion of the portfolio in specific growth sectors. Our mission is to deliver clients the best possible investment returns with the least volatility and downside risk.
We arrive at a client investment strategy by means of extensive interviews and a detailed presentation of your historical and projected income statement, balance sheet and cash flow needs. Your financial profile is updated annually to make sure that the investment strategy remains appropriate for your circumstances and prospects. We also seek to optimize tax efficiency wherever possible through the harvesting of capital gains/losses as opportunities arise.
Strategic Planning
FFA also offers clients value added consulting and strategic planning services leveraging our extensive corporate finance experience to realize the wealth creation potential of your business and personal assets.
Such services are most suitable for entrepreneurs, private businesses, families with estate/succession issues and complex corporate structures and partnerships.
Estate + Liability Management
FFA offers a variety of services to better manage clients' asset and liability exposures and help facilitate retirement and estate planning.
We can help clients more efficiently navigate these complex worlds with less stress and confusion drawing upon our extensive knowledge of a wide range of financial services. Services include:
