FFP Wealth Management was founded over 25 years ago by a CPA who wanted to make sure his clients' needs always came first. He was frustrated with the propriety products of large firms, insurance agents pushing more life insurance, and brokers pushing the latest hot product. FFP focuses on a financial planning process to determine what the client's needs are first. We then research appropriate solutions for each client. Today, FFP has over 100 affiliated advisors with the firm and has over 2 billion dollars under advisement.
Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.
Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.
Manage personal affairs while you're alive and control the distribution of wealth upon your death.
A well-structured insurance program can help protect your loved ones from the financial consequences of unexpected events.
Understanding tax strategies can potentially help you better manage your overall tax situation.
Managing your money involves more than simply making and following a budget.
How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
A change in your mindset during retirement may drive changes to your portfolio.
Understanding how capital gains are taxed may help you refine your investment strategies.
It's important to understand how inflation is reported and how it can affect investments.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
A look inside the U.S. government's statistics on household net worth.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help you estimate how much you should be saving for college.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Recent changes in estate tax laws could affect the strategy you have in place.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.