FFP’s 2012 Planned Growth

2011 has bestowed upon us many events both in the world of finance and also in the world of FFP Wealth Management.  Earthquakes, tsunamis and debt crises impacted the financial world.  Within FFP we’ve had retirements, marriages and expecting mothers.  And although there is always change in and around our lives on a daily basis there are some things we can count on to provide some degree of permanence.  That sense of permanency comes from FFP as an institution.  As our staff and business evolves and expands we would like to take this opportunity to reinforce the things that do not change at FFP. 

All of our investment philosophies and decisions have and will continue to be made by FFP as an organization and as always, with Roger at the lead.  We do not select allocations on an individual basis nor do we have individual advisors making individual recommendations. 

We will continue to conduct review meetings in whichever medium you prefer.  As Roger will be focusing more of his time and effort behind the scenes as CEO, the bulk of the responsibility for review meetings will be handled by Tiffany and Tony.  You can be sure the service will not be diminished as both are highly qualified advisors.

We will continue to provide comprehensive financial planning services.  This includes tax preparation and a new expanded service of estate and legacy planning.  We will work with clients to avoid the many mistakes we have observed and how to potentially reduce probate costs, income tax liabilities and other issues related to inheriting assets from our loved ones.

The long term health of FFP depends on the acquisition of clients at every age.  We are seeking to add more advisors and staff to assist in the development of new clients while meeting the needs of our current client base. We are looking forward to the opportunities that will come to FFP due to our new effort to educate the public regarding the impact of inherited IRA accounts and planning and investing for retirement.

We are envisioning significant growth of FFP in the next few years.  Responsibilities of the current staff of FFP may change as FFP expands.  Be assured that the core functions of FFP that you have become accustomed to will not be diminished.