FFP Wealth Management is a Registered Investment Advisor

We select and manage investments we do not sell investments.

We advise individuals on 401(k) plan choices - we do not sell 401(k) plans.

We seek out refunds from prior years income tax returns we do not prepare income taxes.  

We forecast cash flow needs to recommend tax-wise retirement paychecks or other cost saving strategies at any stage of life.


We analyze and recommend solutions for potential tax liabilities at death -
we do not file estate tax returns.

 

We analyze wills and trusts and seek efficient strategies to transfer wealth - we do not draft legal documents.

 

 

We manage your trust account or advise your trustee  and can refer competitive trustee services when a family member trustee is not an option.   

 

Call us at 763-231-2760 

 

 

The principals of FFP are shareholders of National Advisors Holdings, Inc. (NAH), a Delaware corporation organized in August of 1998. Such persons hold a minority interest, in the aggregate, of the outstanding stock of NAH. NAH has formed a federal trust company known as National Advisors Trust Company (NATCO). NATCO plans to provide trust services to clients of investment advisory firms, such as FFP, across the United States. Clients should be aware that this arrangement provides a conflict of interest and an incentive for FFP to request the use of NATCO due to the theoretical gain that the Principals of FFP may receive through the use of NATCO.