Our approach is to position you to weather the financial storms and capitalize on opportunities by utilizing tools that focus on three pillars… protection, preservation and predictability.
Every FFD relationship begins with our four-step planning process, designed to clearly identify your financial goals, and develop a comprehensive, tailor-made financial strategy to confidently pursue them.
We begin this stage during our initial meeting where we get to know one another. We focus on what your specific needs are and what you want your investment capital to do for you.
The primary objective of this stage is to develop an effective, long-term investment strategy that is custom tailored to the unique needs of each client. We then develop a comprehensive proposal that outlines the strategy recommended for long-term success. This proposal is given to you during the second meeting, at which time we review our strategies and explain the rationale behind our recommendations.
In this phase we implement your financial strategy. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.
We monitor our clients’ accounts on a regular basis to ensure it is still performing in a way that meets their intention. At times, this calls for us to modify an existing strategy or develop a new one, and the process starts over again. In this way, we can ensure we are always adapting to your ever-changing needs.