Financial Planning

· Comprehensive or retirement, education or other goal based financial plans 

· Age 70 1/2 IRA Required Minimum Distributions

· Stock option strategies and net unrealized appreciation of company stock in retirement plans (NUA)

· Income tax analysis and income tax plans

· Second opinion of  investment recommendations,  financial plans and prior year tax returns

· Income, asset, debt, cash flow and other analysis

· Life, annuity and long–term care insurance analysis

· Will, trust and asset transfer strategies

 

 To learn more about our Fee Only Asset Management Services: call us at 763-231-2760 to schedule a free initial consultation with an advisor of FFP Wealth Management.  FFP Wealth Management offers internet based WebEx meetings!