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Planning Your Future

Strengthen your financial future with FPR’s relationship-driven approach to wealth building.

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Wealth 360 Process

Our team has developed and refined a process that helps you put together all the pieces of your financial puzzle.

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Our History

FPR was founded on the desire to provide valuable financial advising through client involvement and education—a mission we will proudly carry out for years to come.

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Our firm is dedicated to the improvement of your financial future.

As lifelong advisors, we’re focused on cultivating thriving relationships and portfolios. What truly sets us apart is our commitment to knowing you intimately and understanding the details of your family, needs and wants, and your financial situation and goals.

With the financial climate continuously fluctuating, our Wealth360 Process is dynamic and adapts to address life’s ups and downs. FPR is here to make sure you are on track to pursuing what is most important to you.

We’re proud to say our dedication to our principles and process has been the driving force behind FPR’s success, including an average client relationship of over 25 years.*

*Results are based on a collection of data from years 1981-2018.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.
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What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
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Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.
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