FTA analyzes individual situations and provides unbiased advice:
- Retirement Income Planning
- Tax Reduction Strategies
- Cash Management Solutions
- Pension Distributions
- Employee Benefits
- College Pre-Funding
FTA’s goal is to help Clients understand the short and long term implications of their financial decisions while presenting alternative strategies for their consideration.
Comprehensive Financial Planning includes six (6) steps:
- Establish & Define the Client-Planner relationship;
- Gathering Client data and establishing goals;
- Analyze and Evaluate the Client’s financial status;
- Develop alternatives and present recommendations;
- Implementation of Advisor’s recommendations;
- Monitor,and Plan adjustment as needed.