Financial Services

Wealth Management Solutions

Customized Planning & Strategies

Whether you are an individual or a corporation, an experienced or novice investor, FFEC Wealth Partners can help. Your plan is based on your needs, your values and your goals. Personalizing the plan is our specialty.

Are we a fit for you?

Who We Help

If you find yourself in one of these categories, then we are equipped to help you!

Individual investors

Young professionals

Entrepreneurs & small business owners

Corporations

Municipalities

Professional athletes

Career actors and actresses

Retirees

Endowments

Non-profits

Institutions

Life transitions – I.E. divorce, retirement, death of a spouse or loved one

What advisors can do for you

Why an Advisor?

Keep You Accountable to Goals

We all have goals, but to reach them takes time and action. We often need help to stay accountable to our action plans.

Save You Time

Not everyone loves financial management. Even if it is a fun hobby, it is very time consuming and your time is valuable.

Prevent Unneeded Stress

Every unique person requires a unique individualized plan. Keeping up with all of the changing variables can cause a lot of stress.

Access to Technologies & Softwares

Financial advisors are part of a larger network that give them access and usage to cutting edge technologies that support financial management.

Objective & Educated Perspective

We all have blindspots and we don’t know what we don’t know. An outside and expert perspective can help us see and find options we’d not find ourselves.

Offer a Broad Range of Capabilities

Advisors aren’t just investors, they are expert planners. Pulling one lever inadvertantly affects others. They are experts in the big picture.

Informed vs Emotional Decisions

Life changes, market changes, the ebbs and flows of investing can cause individuals to make emotional decisions with disastrous consequences.

Help Navigate Unforeseen Changes

Divorce, death, marriage, job loss…life happens and good advisors help you financially navigate the twists and turns.

What are your top needs?

Services we Offer

Your age, your position, your background, your goals…these all affect what services you may be needing or looking for.  These are some of the ways we can help. 

Estate/Retirement Planning

Statements and Confirmations by Email

Exercise of Employee Stock Options (restrictions apply)

Stock and Bond Research

Investment Advisory Services

Free Checking

Web Based Account Information

Life Insurance

Diversified List of Fee Based Advisory Platforms

Corporate Retirement Plans

How does your future look?

Visually Illustrated Portfolio Performance

You might be asking:

  • Will I be able to retire?
  • How much do I need to save?
  • Where should I put my inheritance?

We’re here to help you answer those questions and build a strategy geared towards achieving your desired financial future.

Here’s how:

  1.  Goal Defining: Through a lot of questions and digging, we uncover your goals which informs all future plans and decisions.
  2.   Software that Customizes:  We use state of the art software that allow us to personalize your plans and paint a visual picture of your financial future.
  3.  Real-Time Access to Insights:  We can put your data in and see hypotheticals of what your financial future could look like and watch how your portofolio performs…all in one place.

Contact an Advisor

Let’s connect to see how our services may fit your needs.

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