Financial Planning

Maintaining your principle is key to wealth building and preservation. We are experienced in advising clients on best practices that seek to protect wealth, including:

• IRA’s, qualified and non-qualified retirement accounts (including the designation of beneficiaries)
  
• Advising and gifting to charitable organizations
  
• Advocating for our clients in the disposition of court awards and litigation settlements

A financial plan is the combination of a statement of your long-term objectives for security and well-being, and a detailed expenses, debt, savings, and investing strategy for achieving those objectives.

We walk you through both the creation and execution of your financial plan, beginning the process with a thorough evaluation of where you are now and where you want to go. Solomon said “Without a vision, the people perish.” Building a financial plan is at the heart of all decision making at FPR.

Estate planning is the preparation of tasks that serve to manage your assets in the event of your incapacitation or death. FPR collaborates with your current CPA and attorneys or provide our team of associates that supplement our internal services, including: CPA’s who will provide you with tax strategies to eliminate or minimize taxes, and attorneys who can help with planning assets allocation to heirs and the settlement of estate taxes.