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Working with Us

There are times when it makes sense to hire a professional...
This is true if you are talking about a plumber, doctor, or even a financial advisor.

Our focus is to reduce your money worries and help you get where you want to go.  FFG's services do just that - from your own customized financial plan to professionally managed investment portfolios, we're here to help.

You get what you pay for.

With some advisors, it isn't clear what you're paying for.  With FFG, you choose the service you need.
Our financial planning and investment management each delivers its own value... and its own transparent pricing.


Comprehensive Financial Planning

Financial planning is a process, not a product. It is the long-term method of intentionally managing your financial goals, gaps, and major transitions in your life. We offer 2 comprehensive planning processes, each offering full access to your FFG Team while progressing through the planning steps:



1. The Finan-See-All™
Get Your Financial Junk Drawer Organized

This critical first step helps to see what you really have and start identifying any gaps. You will receive a complete, easy to understand summary, and you will now have a backup for the unexpected.


2. The Focused Vision™
Understand Where You Are Now & Where You Want To Go

Let's explore what's important to you... Any worries about your money? Do you have any opportunities on the horizon? How will you (or do you) fill your time in retirement?


3. The Real Time Regroup™
Crunch the Numbers

In-depth analysis and retirement projections are reviewed (that you actually understand), and recommendations are presented.


4. The Actionator™
Implement Change

Together we will build your personalized action list. Gain accountability with the help of FFG - all efficiently managed using your FFG Online™ login.


5. The Gameplan Refresh™
Monitor and Make Adjustments As Life Happens

For Secure Future Experience™ clients, FFG will help proactively monitor your progress. Let us help you to overcome any roadblocks or be there to celebrate achievements! Any new questions will be addressed and answered in hopes of renewing your excitement about your goals and retirement.

Secure Future Experience

$4,000

(fee waived if over $2M managed)



    • Senior Planner + Planner + Client Coordinator

  • IDEAL FOR:
    • People nearing or in retirement
    • People with major transitions in their life
    • People with other complex situations

    Schedule an Intro

Advocate Advantage

$1,500

(fee waived if over $1M managed)



    • Planner + Client Coordinator

  • IDEAL FOR:
    • People building a financial foundation
    • People preparing for distant goals


    Schedule an Intro

SLIM Methodology

Our investment management is designed to deliver the outcomes you need to achieve your goals. We believe that consistent returns do not come by chasing fads or gut feelings, instead it comes from a consistent repeatable process. The Secure Lifetime Investment Model (SLIM™) was built with that in mind. SLIM uses the following 5 "buckets", each with its own investment objective and time frame.



Paycheck BucketInvestments needed within 5 years

OBJECTIVE:
Reliable cash to provide for normal living and retirement visionary expenses.

On Deck Bucket
Investments needed within 10 years

OBJECTIVE:
Better investment return than cash, yet still positioned out of the stock market. 

Backup Bucket
Investments not needed for at least 10 years

OBJECTIVE:
Invested in the stock market, but with some protection by using contractual guarantees.


Tactical Growth Bucket
Investments not needed for at least 10 years

OBJECTIVE:
Invested in the stock market and actively looking for opportunities in up and down markets. 


Strategic Growth BucketInvestments not needed for at least 10 years

OBJECTIVE:
Invested in the stock market by using a dividend focused/diversified portfolio allocation.



Fee Schedule

We value transparency! In that vein, below is our fee schedule for SLIM™ Managed Portfolios and a calculator to see how much your management fees would be.

Amount InvestedFee Rate
First $500,0001.30%
$500,000 - $1M1.05%
$1M - $2M0.85%
$2M+0.75%

Fee Calculator

Enter how much you'd like us to manage, and we will calculate the average annual management fee.

$
Average Annual Management Fee:
%

Time is Money - Schedule an Intro Meeting

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