What Makes an Ideal Client of FFP

While we don't have an investment minimum, we seek clients with $500,000 of investable assets or $150,000 of income and $250,000 of investments*

We do not believe that more risk always translates to higher returns.  We seek clients who have realistic expectations of their investments and who will give up some potential return for increased stability.   

Some people cannot control spending or debts.  These habits do not translate to personal financial success.  We seek clients who are in control of their spending and lifestyle.

Managing money takes time, talent and discipline.  We seek clients who would rather focus on other areas of their life while a partner will focus on their personal finances.

Having a sole advisor carries the risk that if the advisor leaves the picture there will be no one who knows the client’s personal circumstances.  FFP seeks clients who see value in the consistency that a team of advisors can provide. 

Unexpected changes in the economy, tax regulations or personal circumstances may alter financial plans.  FFP seeks clients who will allow their advisors to take action when the world is changing. 

Income taxes are so complicated that it may be difficult to determine if a tax strategy helps or hurts in the long run.  FFP has developed tools to accurately assess and simply illustrate the current and forecasted impact of decisions today.  FFP seeks clients who see value in advice that includes current and future income tax planning based on their personal facts. 

*Exceptions are at the sole discretion of FFP Wealth Management